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 6-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 | $30,979 | $138,044-77.6% | $125,339-75.3% | $134,475-77.0% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -18.94% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,813 | $5,243-65.4% | $4,814-62.3% | $4,740-61.8% |
| Participant deferral / active EE | $2,504 | $7,799-67.9% | $7,446-66.4% | $6,400-60.9% |
| Admin fee / account holder | $1,938 | $11,571-83.3% | $10,010-80.6% | $11,426-83.0% |