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 3-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 | $189,854 | $123,909+53.2% | $69,647+172.6% | $145,922+30.1% |
| Participation rate | 30.0% | 69.2%-39.2pp | 66.5%-36.5pp | 80.3%-50.3pp |
| Annual return | 16.76% | 190.55%-173.8pp | 100.48%-83.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $265 | $2,682-90.1% | $1,712-84.5% | $4,660-94.3% |
| Participant deferral / active EE | $262 | $4,236-93.8% | $2,886-90.9% | $6,688-96.1% |
| Admin fee / account holder | $1,976 | $7,863-74.9% | $4,713-58.1% | $13,397-85.3% |