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 10-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 | $38,041 | $58,694-35.2% | $142,863-73.4% | $85,850-55.7% |
| Participation rate | 22.2% | 58.5%-36.3pp | 71.9%-49.7pp | 69.3%-47.1pp |
| Annual return | 12.19% | 27.72%-15.5pp | 5637.54%-5625.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $581 | $2,607-77.7% | $3,837-84.9% | $3,952-85.3% |
| Admin fee / account holder | $13,396 | $4,239+216.0% | $6,560+104.2% | $6,260+114.0% |