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 7-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 | $25,611 | $55,415-53.8% | $155,509-83.5% | $74,495-65.6% |
| Participation rate | 42.5% | 61.9%-19.4pp | 78.2%-35.7pp | 67.2%-24.7pp |
| Annual return | 12.65% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $388 | $2,267-82.9% | $4,672-91.7% | $2,623-85.2% |
| Participant deferral / active EE | $558 | $2,836-80.3% | $5,626-90.1% | $4,346-87.2% |
| Admin fee / account holder | $317 | $1,738-81.8% | $15,912-98.0% | $1,942-83.7% |