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 3-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 | $115,806 | $96,635+19.8% | $86,612+33.7% | $139,434-16.9% |
| Participation rate | 12.5% | 74.4%-61.9pp | 71.7%-59.2pp | 80.3%-67.8pp |
| Annual return | 13.40% | 106.41%-93.0pp | 591.07%-577.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $618 | $3,263-81.1% | $3,022-79.6% | $4,751-87.0% |
| Participant deferral / active EE | $618 | $4,836-87.2% | $4,438-86.1% | $6,710-90.8% |
| Admin fee / account holder | $464 | $6,408-92.8% | $5,614-91.7% | $11,403-95.9% |