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 | $30,788 | $172,478-82.1% | $145,661-78.9% | $142,382-78.4% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.2%-14.7pp | 80.1%-17.6pp |
| Annual return | 16.72% | 151.09%-134.4pp | 101.46%-84.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $657 | $4,899-86.6% | $4,238-84.5% | $4,299-84.7% |
| Participant deferral / active EE | $861 | $8,348-89.7% | $7,198-88.0% | $6,507-86.8% |
| Admin fee / account holder | $860 | $16,864-94.9% | $12,466-93.1% | $12,624-93.2% |