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 | $17,940 | $154,228-88.4% | $145,433-87.7% | $137,256-86.9% |
| Participation rate | 56.5% | 83.8%-27.3pp | 82.1%-25.6pp | 80.0%-23.4pp |
| Annual return | 120.39% | 74.59%+45.8pp | 66.58%+53.8pp | 220.34%-100.0pp |
| Employer contribution / active EE | $1,194 | $4,804-75.2% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $2,014 | $8,216-75.5% | $7,897-74.5% | $6,407-68.6% |
| Admin fee / account holder | $1,198 | $14,344-91.6% | $13,129-90.9% | $12,270-90.2% |