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 4-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 | $28,022 | $90,348-69.0% | $75,972-63.1% | $145,922-80.8% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.1%-37.5pp | 80.3%-48.7pp |
| Annual return | 14.50% | 620.88%-606.4pp | 359.55%-345.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,805 | $3,311-15.3% | $2,685+4.5% | $4,660-39.8% |
| Participant deferral / active EE | $924 | $5,162-82.1% | $4,255-78.3% | $6,688-86.2% |
| Admin fee / account holder | $426 | $8,467-95.0% | $6,467-93.4% | $13,397-96.8% |