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 9-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 | $26,297 | $82,286-68.0% | $68,791-61.8% | $134,475-80.4% |
| Participation rate | 43.5% | 75.1%-31.6pp | 69.0%-25.5pp | 81.2%-37.7pp |
| Annual return | -10.79% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $544 | $4,739-88.5% | $3,941-86.2% | $6,400-91.5% |
| Admin fee / account holder | $579 | $6,481-91.1% | $4,932-88.3% | $11,426-94.9% |