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 | $26,627 | $175,202-84.8% | $149,673-82.2% | $139,434-80.9% |
| Participation rate | 13.6% | 83.4%-69.7pp | 78.8%-65.1pp | 80.3%-66.7pp |
| Annual return | 16.07% | 166.71%-150.6pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,146 | $6,519-82.4% | $5,680-79.8% | $6,710-82.9% |
| Admin fee / account holder | $955 | $16,150-94.1% | $13,210-92.8% | $11,403-91.6% |