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 7-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 | $67,743 | $133,922-49.4% | $116,228-41.7% | $142,382-52.4% |
| Participation rate | 31.3% | 77.9%-46.6pp | 74.6%-43.3pp | 80.1%-48.9pp |
| Annual return | 12.99% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $955 | $3,446-72.3% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $985 | $5,672-82.6% | $4,953-80.1% | $6,507-84.9% |
| Admin fee / account holder | $7,862 | $14,945-47.4% | $11,989-34.4% | $12,624-37.7% |