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 | $23,932 | $72,177-66.8% | $115,037-79.2% | $59,632-59.9% |
| Participation rate | 9.1% | 72.6%-63.5pp | 81.4%-72.3pp | 68.7%-59.6pp |
| Annual return | -0.62% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,891 | $4,783-60.5% | $6,026-68.6% | $3,192-40.7% |
| Admin fee / account holder | $9,961 | $4,927+102.2% | $8,175+21.8% | $4,297+131.8% |