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 | $20,435 | $50,982-59.9% | $154,803-86.8% | $85,563-76.1% |
| Participation rate | 6.7% | 59.8%-53.0pp | 78.1%-71.3pp | 66.0%-59.2pp |
| Annual return | 15.60% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $255 | $2,474-89.7% | $5,540-95.4% | $4,375-94.2% |
| Admin fee / account holder | $3,757 | $846+344.2% | $14,329-73.8% | $834+350.4% |