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 | $62,355 | $105,181-40.7% | $159,436-60.9% | $85,850-27.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.8%-45.3pp | 69.3%-31.8pp |
| Annual return | 15.06% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $679 | $3,318-79.5% | $4,829-85.9% | $2,565-73.5% |
| Participant deferral / active EE | $2,290 | $5,945-61.5% | $7,352-68.8% | $3,952-42.0% |
| Admin fee / account holder | $3,573 | $6,933-48.5% | $10,799-66.9% | $6,260-42.9% |