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 | $23,355 | $74,661-68.7% | $160,784-85.5% | $67,986-65.6% |
| Participation rate | 21.7% | 57.1%-35.5pp | 77.0%-55.3pp | 57.2%-35.5pp |
| Annual return | 15.98% | 28.83%-12.9pp | 1803.92%-1787.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $582 | $1,829-68.2% | $3,733-84.4% | $2,019-71.2% |
| Participant deferral / active EE | $910 | $3,681-75.3% | $6,293-85.5% | $3,358-72.9% |
| Admin fee / account holder | $14,174 | $3,959+258.0% | $9,717+45.9% | $3,203+342.5% |