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 4-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 | $7,325 | $82,286-91.1% | $68,791-89.4% | $134,475-94.6% |
| Participation rate | 23.5% | 75.1%-51.5pp | 69.0%-45.5pp | 81.2%-57.7pp |
| Annual return | 39.57% | -2.19%+41.8pp | -6.38%+45.9pp | 417.96%-378.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $709 | $4,739-85.0% | $3,941-82.0% | $6,400-88.9% |
| Admin fee / account holder | $3,041 | $6,481-53.1% | $4,932-38.3% | $11,426-73.4% |