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 | $43,220 | $111,724-61.3% | $93,606-53.8% | $145,922-70.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.02% | 202.98%-194.0pp | 133.20%-124.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $780 | $3,090-74.8% | $2,420-67.8% | $4,660-83.3% |
| Participant deferral / active EE | $780 | $4,912-84.1% | $4,411-82.3% | $6,688-88.3% |
| Admin fee / account holder | $5,244 | $10,250-48.8% | $8,285-36.7% | $13,397-60.9% |