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 10-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 | $58,550 | $114,381-48.8% | $107,525-45.5% | $142,382-58.9% |
| Participation rate | 38.5% | 78.1%-39.7pp | 75.1%-36.6pp | 80.1%-41.7pp |
| Annual return | 17.60% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,388 | $4,015-65.4% | $3,754-63.0% | $4,299-67.7% |
| Participant deferral / active EE | $1,388 | $5,564-75.1% | $5,116-72.9% | $6,507-78.7% |
| Admin fee / account holder | $444 | $9,860-95.5% | $8,919-95.0% | $12,624-96.5% |