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 5-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 | $27,030 | $55,415-51.2% | $155,509-82.6% | $74,495-63.7% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.3pp | 67.2%-42.4pp |
| Annual return | 13.23% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $503 | $2,267-77.8% | $4,672-89.2% | $2,623-80.8% |
| Participant deferral / active EE | $690 | $2,836-75.7% | $5,626-87.7% | $4,346-84.1% |
| Admin fee / account holder | $2,095 | $1,738+20.5% | $15,912-86.8% | $1,942+7.9% |