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 | $20,894 | $159,901-86.9% | $146,958-85.8% | $145,922-85.7% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.6pp | 80.3%-23.8pp |
| Annual return | 13.56% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,700 | $5,286-67.8% | $4,933-65.5% | $4,660-63.5% |
| Participant deferral / active EE | $2,191 | $8,428-74.0% | $8,070-72.9% | $6,688-67.2% |
| Admin fee / account holder | $799 | $15,044-94.7% | $12,998-93.9% | $13,397-94.0% |