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 10-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 | $31,152 | $159,901-80.5% | $146,958-78.8% | $145,922-78.7% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 10.57% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,187 | $5,286-77.6% | $4,933-75.9% | $4,660-74.5% |
| Participant deferral / active EE | $1,729 | $8,428-79.5% | $8,070-78.6% | $6,688-74.1% |
| Admin fee / account holder | $496 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |