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 | $14,916 | $76,407-80.5% | $150,298-90.1% | $82,448-81.9% |
| Participation rate | 18.5% | 66.4%-47.9pp | 77.8%-59.3pp | 68.1%-49.6pp |
| Annual return | 129.77% | 39.99%+89.8pp | 62.79%+67.0pp | 41.64%+88.1pp |
| Employer contribution / active EE | $431 | $2,614-83.5% | $4,154-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $801 | $3,214-75.1% | $5,453-85.3% | $4,139-80.6% |
| Admin fee / account holder | $1,329 | $6,352-79.1% | $14,116-90.6% | $7,234-81.6% |