See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,455 | $101,317-41.3% | $146,958-59.5% | $74,495-20.2% |
| Participation rate | 45.0% | 75.5%-30.5pp | 82.2%-37.1pp | 67.2%-22.2pp |
| Annual return | 13.07% | 8730.91%-8717.8pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,111 | $3,810-70.8% | $4,933-77.5% | $2,623-57.7% |
| Participant deferral / active EE | $1,597 | $7,303-78.1% | $8,070-80.2% | $4,346-63.3% |
| Admin fee / account holder | $662 | $1,739-61.9% | $12,998-94.9% | $1,942-65.9% |