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 6-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 | $42,227 | $78,422-46.2% | $95,952-56.0% | $79,858-47.1% |
| Participation rate | 36.7% | 73.5%-36.8pp | 77.1%-40.4pp | 69.6%-33.0pp |
| Annual return | 10.62% | 19.37%-8.8pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $865 | $3,440-74.9% | $4,167-79.2% | $3,740-76.9% |
| Admin fee / account holder | $22,368 | $5,622+297.9% | $6,795+229.2% | $5,306+321.5% |