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 7-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 | $23,503 | $172,111-86.3% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 30.71% | 69.37%-38.7pp | 62.79%-32.1pp | 220.34%-189.6pp |
| Employer contribution / active EE | $1,518 | $4,636-67.3% | $4,154-63.5% | $4,156-63.5% |
| Participant deferral / active EE | $1,053 | $6,166-82.9% | $5,453-80.7% | $6,407-83.6% |
| Admin fee / account holder | $325 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |