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 | $43,196 | $54,701-21.0% | $86,188-49.9% | $71,457-39.5% |
| Participation rate | 28.2% | 60.1%-31.9pp | 69.0%-40.8pp | 67.9%-39.7pp |
| Annual return | 16.66% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $480 | $1,265-62.0% | $2,380-79.8% | $2,588-81.4% |
| Participant deferral / active EE | $909 | $3,108-70.8% | $3,985-77.2% | $4,289-78.8% |
| Admin fee / account holder | $777 | $1,922-59.5% | $6,852-88.7% | $1,587-51.0% |