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 | $38,121 | $89,753-57.5% | $107,525-64.5% | $84,808-55.0% |
| Participation rate | 30.0% | 68.1%-38.1pp | 75.1%-45.1pp | 68.3%-38.3pp |
| Annual return | 15.66% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $949 | $3,113-69.5% | $3,754-74.7% | $2,631-63.9% |
| Participant deferral / active EE | $1,574 | $4,056-61.2% | $5,116-69.2% | $4,212-62.6% |
| Admin fee / account holder | $2,710 | $7,222-62.5% | $8,919-69.6% | $7,344-63.1% |