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 5-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 | $22,709 | $117,841-80.7% | $102,423-77.8% | $145,922-84.4% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 24.59% | 31.65%-7.1pp | 29.32%-4.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $963 | $3,615-73.4% | $3,023-68.1% | $4,660-79.3% |
| Participant deferral / active EE | $1,494 | $5,731-73.9% | $5,053-70.4% | $6,688-77.7% |
| Admin fee / account holder | $2,257 | $13,326-83.1% | $9,451-76.1% | $13,397-83.2% |