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 8-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 | $15,782 | $77,899-79.7% | $149,673-89.5% | $75,163-79.0% |
| Participation rate | 9.5% | 65.6%-56.1pp | 78.8%-69.3pp | 67.2%-57.7pp |
| Annual return | 19.01% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $420 | $3,411-87.7% | $5,680-92.6% | $4,125-89.8% |
| Admin fee / account holder | $5,002 | $5,956-16.0% | $13,210-62.1% | $5,651-11.5% |