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 | $99,179 | $118,849-16.6% | $96,562+2.7% | $167,490-40.8% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.5pp |
| Annual return | 15.63% | 50.49%-34.9pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $787 | $3,120-74.8% | $2,356-66.6% | $4,837-83.7% |
| Participant deferral / active EE | $1,009 | $4,616-78.1% | $3,849-73.8% | $6,341-84.1% |
| Admin fee / account holder | $375 | $8,065-95.3% | $6,181-93.9% | $12,309-97.0% |