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 | $9,005 | $29,051-69.0% | $52,425-82.8% | $67,986-86.8% |
| Participation rate | 3.8% | 30.4%-26.6pp | 55.6%-51.8pp | 57.2%-53.4pp |
| Annual return | 15.74% | 24.00%-8.3pp | 302.12%-286.4pp | 31.67%-15.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $122 | $873-86.0% | $1,790-93.2% | $3,358-96.4% |
| Admin fee / account holder | $603 | $2,113-71.5% | $2,495-75.8% | $3,203-81.2% |