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 10-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 | $16,837 | $47,977-64.9% | $154,107-89.1% | $56,287-70.1% |
| Participation rate | 46.2% | 66.2%-20.0pp | 83.0%-36.9pp | 69.9%-23.7pp |
| Annual return | 7.02% | 3.54%+3.5pp | 735.12%-728.1pp | -9.96%+17.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $691 | $2,392-71.1% | $5,081-86.4% | $3,350-79.4% |
| Admin fee / account holder | $1,528 | $438+248.6% | $13,411-88.6% | $521+193.3% |