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 | $40,296 | $53,516-24.7% | $126,539-68.2% | $84,808-52.5% |
| Participation rate | 7.1% | 58.2%-51.1pp | 69.8%-62.7pp | 68.3%-61.2pp |
| Annual return | 22.17% | 58.34%-36.2pp | 425.95%-403.8pp | 40.90%-18.7pp |
| Employer contribution / active EE | $273 | $1,535-82.2% | $3,674-92.6% | $2,631-89.6% |
| Participant deferral / active EE | $657 | $2,671-75.4% | $4,083-83.9% | $4,212-84.4% |
| Admin fee / account holder | $1,892 | $4,497-57.9% | $6,065-68.8% | $7,344-74.2% |