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 | $21,500 | $81,248-73.5% | $155,509-86.2% | $80,856-73.4% |
| Participation rate | 13.8% | 66.2%-52.4pp | 78.2%-64.4pp | 67.6%-53.8pp |
| Annual return | 158.59% | 33.31%+125.3pp | 64.67%+93.9pp | 35.59%+123.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $756 | $3,452-78.1% | $5,626-86.6% | $4,296-82.4% |
| Admin fee / account holder | $2,200 | $7,997-72.5% | $15,912-86.2% | $6,918-68.2% |