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 | $221,844 | $133,922+65.7% | $116,228+90.9% | $142,382+55.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 17.21% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,314 | $3,446-61.9% | $2,994-56.1% | $4,299-69.4% |
| Participant deferral / active EE | $492 | $5,672-91.3% | $4,953-90.1% | $6,507-92.4% |
| Admin fee / account holder | $1,586 | $14,945-89.4% | $11,989-86.8% | $12,624-87.4% |