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 | $11,394 | $30,400-62.5% | $53,898-78.9% | $84,808-86.6% |
| Participation rate | 9.4% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-58.9pp |
| Annual return | 15.08% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $136 | $603-77.4% | $932-85.4% | $2,631-94.8% |
| Participant deferral / active EE | $238 | $1,199-80.2% | $1,826-87.0% | $4,212-94.4% |
| Admin fee / account holder | $1,838 | $1,993-7.8% | $2,491-26.2% | $7,344-75.0% |