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 10-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 | $25,618 | $65,409-60.8% | $98,442-74.0% | $85,850-70.2% |
| Participation rate | 54.1% | 65.0%-10.9pp | 73.3%-19.3pp | 69.3%-15.3pp |
| Annual return | 20.77% | 21.76%-1.0pp | 1492.73%-1472.0pp | 318.53%-297.8pp |
| Employer contribution / active EE | $278 | $2,168-87.2% | $2,960-90.6% | $2,565-89.2% |
| Participant deferral / active EE | $862 | $3,166-72.8% | $4,276-79.8% | $3,952-78.2% |
| Admin fee / account holder | $783 | $4,593-83.0% | $5,949-86.8% | $6,260-87.5% |