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 4-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 | $34,250 | $65,561-47.8% | $86,188-60.3% | $75,163-54.4% |
| Participation rate | 6.1% | 60.5%-54.4pp | 69.0%-62.9pp | 67.2%-61.1pp |
| Annual return | 23.47% | 46.05%-22.6pp | 1168.45%-1145.0pp | 160.62%-137.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $925 | $3,024-69.4% | $3,985-76.8% | $4,125-77.6% |
| Admin fee / account holder | $313 | $5,474-94.3% | $6,852-95.4% | $5,651-94.5% |