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 | $54,268 | $54,701-0.8% | $86,188-37.0% | $71,457-24.1% |
| Participation rate | 17.1% | 60.1%-43.0pp | 69.0%-51.9pp | 67.9%-50.8pp |
| Annual return | 14.69% | 20.06%-5.4pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $357 | $1,265-71.8% | $2,380-85.0% | $2,588-86.2% |
| Participant deferral / active EE | $753 | $3,108-75.8% | $3,985-81.1% | $4,289-82.4% |
| Admin fee / account holder | $9,009 | $1,922+368.9% | $6,852+31.5% | $1,587+467.6% |