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 | $56,745 | $49,922+13.7% | $80,569-29.6% | $75,163-24.5% |
| Participation rate | 4.9% | 55.3%-50.4pp | 67.0%-62.1pp | 67.2%-62.3pp |
| Annual return | 19.19% | 34.69%-15.5pp | 935.43%-916.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $372 | $1,698-78.1% | $2,723-86.3% | $2,670-86.1% |
| Participant deferral / active EE | $615 | $2,990-79.4% | $4,447-86.2% | $4,125-85.1% |
| Admin fee / account holder | $6,546 | $3,577+83.0% | $5,377+21.7% | $5,651+15.8% |