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 | $24,240 | $112,096-78.4% | $95,952-74.7% | $158,922-84.7% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 16.57% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $846 | $3,198-73.5% | $2,541-66.7% | $4,761-82.2% |
| Participant deferral / active EE | $1,278 | $4,784-73.3% | $4,167-69.3% | $5,982-78.6% |
| Admin fee / account holder | $1,911 | $10,130-81.1% | $6,795-71.9% | $11,246-83.0% |