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 | $61,024 | $79,171-22.9% | $102,423-40.4% | $74,495-18.1% |
| Participation rate | 23.2% | 74.8%-51.6pp | 76.5%-53.2pp | 67.2%-44.0pp |
| Annual return | 11.92% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $832 | $2,362-64.8% | $3,023-72.5% | $2,623-68.3% |
| Participant deferral / active EE | $1,424 | $4,415-67.7% | $5,053-71.8% | $4,346-67.2% |
| Admin fee / account holder | $4,965 | $2,001+148.2% | $9,451-47.5% | $1,942+155.7% |