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 | $35,313 | $77,145-54.2% | $108,410-67.4% | $85,850-58.9% |
| Participation rate | 61.7% | 74.7%-13.0pp | 80.1%-18.4pp | 69.3%-7.6pp |
| Annual return | 13.76% | 44.54%-30.8pp | 905.27%-891.5pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,353 | $2,379-43.1% | $3,558-62.0% | $2,565-47.3% |
| Participant deferral / active EE | $2,121 | $5,566-61.9% | $6,563-67.7% | $3,952-46.3% |
| Admin fee / account holder | $406 | $5,172-92.1% | $7,295-94.4% | $6,260-93.5% |