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 | $31,717 | $105,126-69.8% | $94,646-66.5% | $139,434-77.3% |
| Participation rate | 35.3% | 82.4%-47.1pp | 80.8%-45.5pp | 80.3%-45.0pp |
| Annual return | 16.72% | 38.03%-21.3pp | 156.71%-140.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,463 | $7,599-80.7% | $7,418-80.3% | $6,710-78.2% |
| Admin fee / account holder | $3,126 | $8,984-65.2% | $7,231-56.8% | $11,403-72.6% |