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 8-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 | $117,831 | $48,795+141.5% | $65,493+79.9% | $84,808+38.9% |
| Participation rate | 25.7% | 67.0%-41.3pp | 73.1%-47.4pp | 68.3%-42.6pp |
| Annual return | 27.25% | 20.20%+7.0pp | 982.45%-955.2pp | 40.90%-13.7pp |
| Employer contribution / active EE | $587 | $1,930-69.6% | $2,574-77.2% | $2,631-77.7% |
| Participant deferral / active EE | $596 | $2,928-79.6% | $3,961-84.9% | $4,212-85.8% |
| Admin fee / account holder | $12,317 | $3,877+217.7% | $5,028+144.9% | $7,344+67.7% |