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 | $45,312-40.8% | $86,233-68.9% | $67,986-60.6% |
| Participation rate | 4.2% | 42.4%-38.2pp | 69.0%-64.8pp | 57.2%-53.0pp |
| Annual return | 25.15% | 24.79%+0.4pp | 61.39%-36.2pp | 31.67%-6.5pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $441 | $2,185-79.8% | $4,559-90.3% | $3,358-86.9% |
| Admin fee / account holder | $525 | $3,295-84.1% | $8,342-93.7% | $3,203-83.6% |