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 7-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 | $30,641 | $65,561-53.3% | $86,188-64.4% | $75,163-59.2% |
| Participation rate | 39.4% | 60.5%-21.1pp | 69.0%-29.6pp | 67.2%-27.8pp |
| Annual return | 13.97% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.6pp |
| Employer contribution / active EE | $394 | $1,553-74.6% | $2,380-83.4% | $2,670-85.2% |
| Participant deferral / active EE | $1,017 | $3,024-66.4% | $3,985-74.5% | $4,125-75.3% |
| Admin fee / account holder | $1,378 | $5,474-74.8% | $6,852-79.9% | $5,651-75.6% |