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 5-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 | $27,174 | $190,805-85.8% | $159,960-83.0% | $134,475-79.8% |
| Participation rate | 41.7% | 81.9%-40.3pp | 78.0%-36.3pp | 81.2%-39.6pp |
| Annual return | -16.81% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $907 | $4,995-81.8% | $4,226-78.5% | $4,740-80.9% |
| Participant deferral / active EE | $1,132 | $6,923-83.6% | $6,182-81.7% | $6,400-82.3% |
| Admin fee / account holder | $2,407 | $10,471-77.0% | $8,698-72.3% | $11,426-78.9% |