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 | $35,431 | $178,174-80.1% | $156,181-77.3% | $137,256-74.2% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 14.33% | 84.19%-69.9pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,494 | $4,972-29.7% | $4,294-18.6% | $4,156-15.9% |
| Participant deferral / active EE | $1,813 | $6,888-73.7% | $6,132-70.4% | $6,407-71.7% |
| Admin fee / account holder | $533 | $17,404-96.9% | $14,586-96.3% | $12,270-95.7% |