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 | $102,675 | $176,812-41.9% | $146,665-30.0% | $167,490-38.7% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 16.39% | 24.03%-7.6pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,103 | $5,160-78.6% | $4,136-73.3% | $4,837-77.2% |
| Participant deferral / active EE | $1,599 | $6,440-75.2% | $5,506-71.0% | $6,341-74.8% |
| Admin fee / account holder | $4,731 | $13,259-64.3% | $10,280-54.0% | $12,309-61.6% |