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 3-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 | $26,804 | $48,750-45.0% | $88,946-69.9% | $74,304-63.9% |
| Participation rate | 4.2% | 44.5%-40.3pp | 68.8%-64.6pp | 60.3%-56.1pp |
| Annual return | 25.15% | 25.91%-0.8pp | 57.82%-32.7pp | 29.43%-4.3pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $441 | $2,423-81.8% | $4,581-90.4% | $3,767-88.3% |
| Admin fee / account holder | $525 | $3,756-86.0% | $8,261-93.6% | $2,969-82.3% |