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 5-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 | $26,872 | $114,381-76.5% | $107,525-75.0% | $142,382-81.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 259.97% | 242.71%+17.3pp | 181.32%+78.7pp | 217.08%+42.9pp |
| Employer contribution / active EE | $858 | $4,015-78.6% | $3,754-77.1% | $4,299-80.0% |
| Participant deferral / active EE | $928 | $5,564-83.3% | $5,116-81.9% | $6,507-85.7% |
| Admin fee / account holder | $1,559 | $9,860-84.2% | $8,919-82.5% | $12,624-87.7% |