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 | $12,451 | $24,730-49.7% | $66,042-81.1% | $84,808-85.3% |
| Participation rate | 40.5% | 68.1%-27.6pp | 67.5%-27.0pp | 68.3%-27.8pp |
| Annual return | 17.99% | 79.55%-61.6pp | 52.11%-34.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $665 | $1,737-61.7% | $2,835-76.6% | $4,212-84.2% |
| Admin fee / account holder | $508 | $3,014-83.1% | $5,747-91.2% | $7,344-93.1% |