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 | $21,225 | $95,416-77.8% | $185,823-88.6% | $85,850-75.3% |
| Participation rate | 7.4% | 68.8%-61.4pp | 81.7%-74.3pp | 69.3%-61.9pp |
| Annual return | 16.28% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $622 | $3,314-81.2% | $5,167-88.0% | $2,565-75.8% |
| Participant deferral / active EE | $696 | $3,423-79.7% | $5,568-87.5% | $3,952-82.4% |
| Admin fee / account holder | $3,278 | $7,213-54.6% | $16,237-79.8% | $6,260-47.6% |