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 7-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 | $55,517 | $102,616-45.9% | $81,983-32.3% | $158,922-65.1% |
| Participation rate | 38.1% | 75.5%-37.4pp | 69.2%-31.2pp | 82.0%-43.9pp |
| Annual return | 8.49% | 61.04%-52.5pp | 41.31%-32.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $673 | $3,240-79.2% | $2,498-73.1% | $4,761-85.9% |
| Participant deferral / active EE | $820 | $4,648-82.4% | $3,722-78.0% | $5,982-86.3% |
| Admin fee / account holder | $308 | $8,235-96.3% | $5,664-94.6% | $11,246-97.3% |