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 | $26,469 | $123,982-78.7% | $69,701-62.0% | $145,959-81.9% |
| Participation rate | 8.3% | 69.2%-60.9pp | 66.4%-58.1pp | 80.3%-72.0pp |
| Annual return | 14.26% | 191.01%-176.8pp | 100.32%-86.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $522 | $4,236-87.7% | $2,887-81.9% | $6,689-92.2% |
| Admin fee / account holder | $1,190 | $7,867-84.9% | $4,717-74.8% | $13,398-91.1% |