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 | $22,711 | $39,019-41.8% | $80,716-71.9% | $85,850-73.5% |
| Participation rate | 15.7% | 41.5%-25.9pp | 54.2%-38.5pp | 69.3%-53.6pp |
| Annual return | 11.46% | 26.27%-14.8pp | 87.28%-75.8pp | 318.53%-307.1pp |
| Employer contribution / active EE | $269 | $722-62.7% | $1,160-76.8% | $2,565-89.5% |
| Participant deferral / active EE | $298 | $1,326-77.5% | $2,146-86.1% | $3,952-92.4% |
| Admin fee / account holder | $1,557 | $2,431-36.0% | $3,380-53.9% | $6,260-75.1% |