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 | $20,800 | $210,698-90.1% | $178,014-88.3% | $145,959-85.7% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 13.76% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,663 | $4,567-41.7% | $3,950-32.6% | $4,661-42.9% |
| Participant deferral / active EE | $559 | $6,958-92.0% | $6,276-91.1% | $6,689-91.6% |
| Admin fee / account holder | $1,124 | $12,016-90.6% | $10,362-89.2% | $13,398-91.6% |