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 | $25,713 | $165,335-84.4% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 27.53% | 348.15%-320.6pp | 276.60%-249.1pp | 302.83%-275.3pp |
| Employer contribution / active EE | $980 | $5,103-80.8% | $4,644-78.9% | $4,761-79.4% |
| Participant deferral / active EE | $2,143 | $7,181-70.2% | $6,842-68.7% | $5,982-64.2% |
| Admin fee / account holder | $5,608 | $10,807-48.1% | $9,309-39.8% | $11,246-50.1% |