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 | $18,241 | $53,136-65.7% | $155,509-88.3% | $199,593-90.9% |
| Participation rate | 1.9% | 64.1%-62.2pp | 78.2%-76.3pp | 72.0%-70.1pp |
| Annual return | 13.51% | 41.15%-27.6pp | 64.67%-51.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $155 | $3,161-95.1% | $5,626-97.2% | $5,087-97.0% |
| Admin fee / account holder | $1,407 | $185+658.9% | $15,912-91.2% | $269+423.4% |