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 | $36,832 | $159,901-77.0% | $146,958-74.9% | $145,922-74.8% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 10.35% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,438 | $5,286-72.8% | $4,933-70.9% | $4,660-69.1% |
| Participant deferral / active EE | $2,478 | $8,428-70.6% | $8,070-69.3% | $6,688-62.9% |
| Admin fee / account holder | $2,311 | $15,044-84.6% | $12,998-82.2% | $13,397-82.8% |