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 | $30,326 | $70,756-57.1% | $65,493-53.7% | $142,382-78.7% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 17.73% | 1754.89%-1737.2pp | 982.45%-964.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $305 | $2,881-89.4% | $2,574-88.2% | $4,299-92.9% |
| Participant deferral / active EE | $538 | $4,637-88.4% | $3,961-86.4% | $6,507-91.7% |
| Admin fee / account holder | $336 | $6,559-94.9% | $5,028-93.3% | $12,624-97.3% |