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 | $9,032 | $30,588-70.5% | $53,898-83.2% | $85,563-89.4% |
| Participation rate | 10.3% | 26.3%-16.1pp | 55.0%-44.7pp | 66.0%-55.7pp |
| Annual return | 19.05% | 50.42%-31.4pp | 528.60%-509.6pp | 31.51%-12.5pp |
| Employer contribution / active EE | $71 | $436-83.6% | $932-92.3% | $2,654-97.3% |
| Participant deferral / active EE | $141 | $848-83.4% | $1,826-92.3% | $4,375-96.8% |
| Admin fee / account holder | $708 | $1,879-62.3% | $2,491-71.6% | $834-15.1% |