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 | $28,985 | $80,812-64.1% | $160,784-82.0% | $82,448-64.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 32.24% | 100.59%-68.3pp | 1803.92%-1771.7pp | 41.64%-9.4pp |
| Employer contribution / active EE | $844 | $2,174-61.2% | $3,733-77.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,266 | $4,335-70.8% | $6,293-79.9% | $4,139-69.4% |
| Admin fee / account holder | $2,779 | $7,695-63.9% | $9,717-71.4% | $7,234-61.6% |