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 | $103,581 | $148,534-30.3% | $135,903-23.8% | $139,434-25.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 56.49% | 79.19%-22.7pp | 68.23%-11.7pp | 372.94%-316.5pp |
| Employer contribution / active EE | $1,375 | $5,243-73.8% | $4,856-71.7% | $4,751-71.1% |
| Participant deferral / active EE | $1,557 | $8,100-80.8% | $7,758-79.9% | $6,710-76.8% |
| Admin fee / account holder | $2,434 | $12,400-80.4% | $10,762-77.4% | $11,403-78.7% |