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 | $23,250 | $65,561-64.5% | $86,188-73.0% | $75,163-69.1% |
| Participation rate | 34.6% | 60.5%-25.9pp | 69.0%-34.3pp | 67.2%-32.6pp |
| Annual return | 15.27% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.3pp |
| Employer contribution / active EE | $657 | $1,553-57.7% | $2,380-72.4% | $2,670-75.4% |
| Participant deferral / active EE | $1,082 | $3,024-64.2% | $3,985-72.9% | $4,125-73.8% |
| Admin fee / account holder | $1,828 | $5,474-66.6% | $6,852-73.3% | $5,651-67.6% |