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 | $63,016 | $105,181-40.1% | $159,436-60.5% | $85,850-26.6% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-18.0pp | 69.3%-4.4pp |
| Annual return | 13.71% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,222 | $3,318-63.2% | $4,829-74.7% | $2,565-52.4% |
| Participant deferral / active EE | $2,340 | $5,945-60.6% | $7,352-68.2% | $3,952-40.8% |
| Admin fee / account holder | $4,065 | $6,933-41.4% | $10,799-62.4% | $6,260-35.1% |