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 | $46,759 | $53,516-12.6% | $126,539-63.0% | $84,808-44.9% |
| Participation rate | 18.6% | 58.2%-39.6pp | 69.8%-51.2pp | 68.3%-49.7pp |
| Annual return | 17.61% | 58.34%-40.7pp | 425.95%-408.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $261 | $1,535-83.0% | $3,674-92.9% | $2,631-90.1% |
| Participant deferral / active EE | $382 | $2,671-85.7% | $4,083-90.6% | $4,212-90.9% |
| Admin fee / account holder | $495 | $4,497-89.0% | $6,065-91.8% | $7,344-93.3% |