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 8-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 | $33,918 | $45,152-24.9% | $73,843-54.1% | $59,632-43.1% |
| Participation rate | 19.4% | 64.0%-44.7pp | 73.4%-54.1pp | 68.7%-49.3pp |
| Annual return | -0.58% | 27.40%-28.0pp | 2267.84%-2268.4pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $293 | $1,902-84.6% | $2,787-89.5% | $2,203-86.7% |
| Participant deferral / active EE | $595 | $2,574-76.9% | $3,583-83.4% | $3,192-81.4% |
| Admin fee / account holder | $2,470 | $3,516-29.7% | $4,880-49.4% | $4,297-42.5% |