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 | $31,574 | $111,535-71.7% | $105,223-70.0% | $137,256-77.0% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 39.30% | 237.85%-198.6pp | 180.65%-141.3pp | 220.34%-181.0pp |
| Employer contribution / active EE | $1,133 | $3,939-71.2% | $3,689-69.3% | $4,156-72.7% |
| Participant deferral / active EE | $1,412 | $5,500-74.3% | $5,072-72.2% | $6,407-78.0% |
| Admin fee / account holder | $3,913 | $9,721-59.8% | $8,859-55.8% | $12,270-68.1% |