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 8-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 | $156,973 | $183,592-14.5% | $155,567+0.9% | $145,959+7.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.80% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.2pp |
| Employer contribution / active EE | $5,866 | $5,315+10.4% | $4,674+25.5% | $4,661+25.8% |
| Participant deferral / active EE | $714 | $6,464-89.0% | $5,628-87.3% | $6,689-89.3% |
| Admin fee / account holder | $1,604 | $19,318-91.7% | $15,916-89.9% | $13,398-88.0% |