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 6-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 | $22,821 | $65,561-65.2% | $86,188-73.5% | $75,163-69.6% |
| Participation rate | 21.6% | 60.5%-38.9pp | 69.0%-47.4pp | 67.2%-45.6pp |
| Annual return | 18.20% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.4pp |
| Employer contribution / active EE | $438 | $1,553-71.8% | $2,380-81.6% | $2,670-83.6% |
| Participant deferral / active EE | $540 | $3,024-82.1% | $3,985-86.5% | $4,125-86.9% |
| Admin fee / account holder | $1,660 | $5,474-69.7% | $6,852-75.8% | $5,651-70.6% |