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 10-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 | $20,873 | $55,415-62.3% | $155,509-86.6% | $74,495-72.0% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.2pp | 67.2%-51.2pp |
| Annual return | 19.22% | 268.50%-249.3pp | 64.67%-45.4pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $415 | $2,267-81.7% | $4,672-91.1% | $2,623-84.2% |
| Participant deferral / active EE | $586 | $2,836-79.3% | $5,626-89.6% | $4,346-86.5% |
| Admin fee / account holder | $1,179 | $1,738-32.2% | $15,912-92.6% | $1,942-39.3% |