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 5-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 | $17,615 | $51,092-65.5% | $76,735-77.0% | $79,634-77.9% |
| Participation rate | 6.8% | 50.2%-43.4pp | 69.5%-62.7pp | 62.5%-55.6pp |
| Annual return | 18.47% | 18.04%+0.4pp | 29.77%-11.3pp | 36.46%-18.0pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $317 | $2,529-87.5% | $4,088-92.3% | $3,835-91.7% |
| Admin fee / account holder | $2,922 | $1,865+56.7% | $7,189-59.4% | $1,002+191.7% |