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 | $31,068 | $165,984-81.3% | $164,813-81.1% | $145,922-78.7% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.6%-49.4pp | 80.3%-51.1pp |
| Annual return | 14.66% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,277 | $5,273-75.8% | $4,341-70.6% | $4,660-72.6% |
| Participant deferral / active EE | $1,651 | $6,959-76.3% | $6,031-72.6% | $6,688-75.3% |
| Admin fee / account holder | $378 | $16,648-97.7% | $12,690-97.0% | $13,397-97.2% |