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 9-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 | $13,410 | $26,114-48.6% | $58,482-77.1% | $74,419-82.0% |
| Participation rate | 6.0% | 32.1%-26.1pp | 50.9%-44.9pp | 70.7%-64.7pp |
| Annual return | 22.29% | 32.51%-10.2pp | 4239.32%-4217.0pp | 34.38%-12.1pp |
| Employer contribution / active EE | $83 | $536-84.4% | $1,053-92.1% | $2,637-96.8% |
| Participant deferral / active EE | $275 | $1,075-74.4% | $1,924-85.7% | $4,528-93.9% |
| Admin fee / account holder | $354 | $649-45.4% | $2,516-85.9% | $348+1.9% |