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 10-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 | $31,670 | $165,335-80.8% | $149,696-78.8% | $158,922-80.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 27.49% | 348.15%-320.7pp | 276.60%-249.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,327 | $5,103-74.0% | $4,644-71.4% | $4,761-72.1% |
| Participant deferral / active EE | $1,904 | $7,181-73.5% | $6,842-72.2% | $5,982-68.2% |
| Admin fee / account holder | $452 | $10,807-95.8% | $9,309-95.1% | $11,246-96.0% |