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 7-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 | $28,066 | $59,417-52.8% | $93,606-70.0% | $74,495-62.3% |
| Participation rate | 19.4% | 59.7%-40.3pp | 68.7%-49.3pp | 67.2%-47.8pp |
| Annual return | 14.42% | 81.83%-67.4pp | 133.20%-118.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $574 | $1,264-54.6% | $2,420-76.3% | $2,623-78.1% |
| Participant deferral / active EE | $870 | $3,050-71.5% | $4,411-80.3% | $4,346-80.0% |
| Admin fee / account holder | $2,331 | $3,021-22.9% | $8,285-71.9% | $1,942+20.0% |