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 8-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 | $32,390 | $102,317-68.3% | $146,958-78.0% | $80,856-59.9% |
| Participation rate | 36.8% | 75.8%-39.0pp | 82.2%-45.3pp | 67.6%-30.8pp |
| Annual return | 12.67% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $877 | $3,713-76.4% | $4,933-82.2% | $2,755-68.2% |
| Participant deferral / active EE | $1,243 | $6,644-81.3% | $8,070-84.6% | $4,296-71.1% |
| Admin fee / account holder | $1,826 | $7,941-77.0% | $12,998-85.9% | $6,918-73.6% |