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 | $28,538 | $59,417-52.0% | $93,606-69.5% | $74,495-61.7% |
| Participation rate | 16.5% | 59.7%-43.2pp | 68.7%-52.2pp | 67.2%-50.7pp |
| Annual return | 16.02% | 81.83%-65.8pp | 133.20%-117.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $315 | $1,264-75.1% | $2,420-87.0% | $2,623-88.0% |
| Participant deferral / active EE | $622 | $3,050-79.6% | $4,411-85.9% | $4,346-85.7% |
| Admin fee / account holder | $866 | $3,021-71.3% | $8,285-89.5% | $1,942-55.4% |