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 5-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 | $25,100 | $65,561-61.7% | $86,188-70.9% | $75,163-66.6% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 29.05% | 46.05%-17.0pp | 1168.45%-1139.4pp | 160.62%-131.6pp |
| Employer contribution / active EE | $1,439 | $1,553-7.3% | $2,380-39.5% | $2,670-46.1% |
| Participant deferral / active EE | $442 | $3,024-85.4% | $3,985-88.9% | $4,125-89.3% |
| Admin fee / account holder | $559 | $5,474-89.8% | $6,852-91.8% | $5,651-90.1% |