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 7-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 | $128,766 | $100,852+27.7% | $90,404+42.4% | $158,922-19.0% |
| Participation rate | 9.5% | 75.0%-65.5pp | 72.7%-63.2pp | 82.0%-72.4pp |
| Annual return | 7.33% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $381 | $3,689-89.7% | $3,262-88.3% | $4,761-92.0% |
| Participant deferral / active EE | $595 | $4,348-86.3% | $3,963-85.0% | $5,982-90.1% |
| Admin fee / account holder | $438 | $6,501-93.3% | $5,611-92.2% | $11,246-96.1% |