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 | $57,742 | $102,317-43.6% | $146,958-60.7% | $80,856-28.6% |
| Participation rate | 34.1% | 75.8%-41.7pp | 82.2%-48.1pp | 67.6%-33.5pp |
| Annual return | 18.65% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,688 | $3,713-54.5% | $4,933-65.8% | $2,755-38.7% |
| Participant deferral / active EE | $2,440 | $6,644-63.3% | $8,070-69.8% | $4,296-43.2% |
| Admin fee / account holder | $5,429 | $7,941-31.6% | $12,998-58.2% | $6,918-21.5% |