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 | $14,719 | $31,038-52.6% | $65,255-77.4% | $74,419-80.2% |
| Participation rate | 7.2% | 66.9%-59.7pp | 65.0%-57.7pp | 70.7%-63.5pp |
| Annual return | 19.03% | 38.60%-19.6pp | 47.35%-28.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $1,188-100.0% | $1,691-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $500 | $2,792-82.1% | $2,831-82.3% | $4,528-89.0% |
| Admin fee / account holder | $2,378 | $299+695.7% | $4,112-42.2% | $348+583.7% |