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 | $35,158 | $65,409-46.2% | $98,442-64.3% | $85,850-59.0% |
| Participation rate | 7.7% | 65.0%-57.3pp | 73.3%-65.6pp | 69.3%-61.6pp |
| Annual return | 16.18% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $361 | $2,168-83.4% | $2,960-87.8% | $2,565-85.9% |
| Participant deferral / active EE | $784 | $3,166-75.3% | $4,276-81.7% | $3,952-80.2% |
| Admin fee / account holder | $719 | $4,593-84.4% | $5,949-87.9% | $6,260-88.5% |