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 | $6,787 | $26,114-74.0% | $58,482-88.4% | $74,419-90.9% |
| Participation rate | 8.0% | 32.1%-24.1pp | 50.9%-42.8pp | 70.7%-62.7pp |
| Annual return | 18.55% | 32.51%-14.0pp | 4239.32%-4220.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $110 | $536-79.5% | $1,053-89.6% | $2,637-95.8% |
| Participant deferral / active EE | $218 | $1,075-79.7% | $1,924-88.7% | $4,528-95.2% |
| Admin fee / account holder | $948 | $649+46.0% | $2,516-62.3% | $348+172.4% |