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 | $26,967 | $105,181-74.4% | $159,436-83.1% | $85,850-68.6% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.8%-19.4pp | 69.3%-5.9pp |
| Annual return | 332.20% | 45.07%+287.1pp | 263.57%+68.6pp | 318.53%+13.7pp |
| Employer contribution / active EE | $994 | $3,318-70.0% | $4,829-79.4% | $2,565-61.2% |
| Participant deferral / active EE | $2,330 | $5,945-60.8% | $7,352-68.3% | $3,952-41.0% |
| Admin fee / account holder | $653 | $6,933-90.6% | $10,799-94.0% | $6,260-89.6% |