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 10-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 | $100,578 | $142,405-29.4% | $115,157-12.7% | $152,861-34.2% |
| Participation rate | 63.2% | 82.4%-19.2pp | 75.9%-12.7pp | 82.4%-19.3pp |
| Annual return | 20.75% | 41.48%-20.7pp | 35.60%-14.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,340 | $4,010-16.7% | $3,179+5.1% | $4,762-29.9% |
| Participant deferral / active EE | $478 | $5,164-90.7% | $4,168-88.5% | $5,850-91.8% |
| Admin fee / account holder | $2,725 | $8,462-67.8% | $7,088-61.6% | $11,596-76.5% |