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 9-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 | $35,239 | $102,382-65.6% | $147,005-76.0% | $80,874-56.4% |
| Participation rate | 54.0% | 75.8%-21.9pp | 82.2%-28.2pp | 67.6%-13.7pp |
| Annual return | 14.72% | 134.89%-120.2pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,130 | $3,715-69.6% | $4,934-77.1% | $2,756-59.0% |
| Participant deferral / active EE | $1,979 | $6,646-70.2% | $8,070-75.5% | $4,297-54.0% |
| Admin fee / account holder | $3,406 | $7,942-57.1% | $13,006-73.8% | $6,935-50.9% |