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 | $23,312 | $135,952-82.9% | $123,892-81.2% | $273,961-91.5% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 153.33% | 56.63%+96.7pp | 47.52%+105.8pp | 41.45%+111.9pp |
| Employer contribution / active EE | $968 | $5,170-81.3% | $4,617-79.0% | $4,869-80.1% |
| Participant deferral / active EE | $1,346 | $6,343-78.8% | $5,984-77.5% | $5,287-74.5% |
| Admin fee / account holder | $1,975 | $9,817-79.9% | $8,357-76.4% | $10,132-80.5% |