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 7-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 | $4,616 | $31,310-85.3% | $53,898-91.4% | $74,304-93.8% |
| Participation rate | 5.3% | 30.7%-25.3pp | 55.0%-49.6pp | 60.3%-55.0pp |
| Annual return | 20.89% | 23.16%-2.3pp | 528.60%-507.7pp | 29.43%-8.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $161 | $934-82.7% | $1,826-91.2% | $3,767-95.7% |
| Admin fee / account holder | $395 | $2,175-81.8% | $2,491-84.1% | $2,969-86.7% |