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 | $26,300 | $54,701-51.9% | $86,188-69.5% | $71,457-63.2% |
| Participation rate | 7.6% | 60.1%-52.5pp | 69.0%-61.3pp | 67.9%-60.3pp |
| Annual return | 15.00% | 20.06%-5.1pp | 1168.45%-1153.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $342 | $3,108-89.0% | $3,985-91.4% | $4,289-92.0% |
| Admin fee / account holder | $378 | $1,922-80.3% | $6,852-94.5% | $1,587-76.2% |