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 | $98,756 | $183,963-46.3% | $162,163-39.1% | $152,861-35.4% |
| Participation rate | 35.0% | 88.5%-53.5pp | 87.6%-52.6pp | 82.4%-47.4pp |
| Annual return | 22.27% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,450 | $8,034-69.5% | $7,298-66.4% | $5,850-58.1% |
| Admin fee / account holder | $1,488 | $13,121-88.7% | $10,843-86.3% | $11,596-87.2% |