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 | $22,672 | $77,164-70.6% | $178,014-87.3% | $80,874-72.0% |
| Participation rate | 6.3% | 65.7%-59.5pp | 77.1%-70.8pp | 67.6%-61.4pp |
| Annual return | 12.33% | 18.09%-5.8pp | 294.80%-282.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $199 | $4,408-95.5% | $6,276-96.8% | $4,297-95.4% |
| Admin fee / account holder | $1,629 | $7,164-77.3% | $10,362-84.3% | $6,935-76.5% |