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 | $27,778 | $65,561-57.6% | $86,188-67.8% | $75,163-63.0% |
| Participation rate | 29.6% | 60.5%-30.9pp | 69.0%-39.3pp | 67.2%-37.6pp |
| Annual return | 14.01% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $482 | $3,024-84.1% | $3,985-87.9% | $4,125-88.3% |
| Admin fee / account holder | $983 | $5,474-82.0% | $6,852-85.7% | $5,651-82.6% |