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 | $14,491 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 12.99% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,189 | $4,810-75.3% | $4,305-72.4% | $4,299-72.4% |
| Participant deferral / active EE | $1,628 | $6,272-74.0% | $5,540-70.6% | $6,507-75.0% |
| Admin fee / account holder | $2,016 | $16,786-88.0% | $14,329-85.9% | $12,624-84.0% |