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 3-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 | $4,620 | $104,974-95.6% | $95,585-95.2% | $142,382-96.8% |
| Participation rate | 55.6% | 75.0%-19.4pp | 72.1%-16.5pp | 80.1%-24.6pp |
| Annual return | 28.74% | 210.33%-181.6pp | 38.56%-9.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $509 | $2,779-81.7% | $2,527-79.9% | $4,299-88.2% |
| Participant deferral / active EE | $564 | $4,352-87.0% | $4,023-86.0% | $6,507-91.3% |
| Admin fee / account holder | $763 | $6,386-88.1% | $6,127-87.6% | $12,624-94.0% |