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 6-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 | $43,193 | $101,317-57.4% | $146,958-70.6% | $74,495-42.0% |
| Participation rate | 36.0% | 75.5%-39.5pp | 82.2%-46.2pp | 67.2%-31.2pp |
| Annual return | 16.28% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,701 | $3,810-55.4% | $4,933-65.5% | $2,623-35.2% |
| Participant deferral / active EE | $2,747 | $7,303-62.4% | $8,070-66.0% | $4,346-36.8% |
| Admin fee / account holder | $2,912 | $1,739+67.5% | $12,998-77.6% | $1,942+50.0% |