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 | $28,175 | $56,767-50.4% | $101,794-72.3% | $85,563-67.1% |
| Participation rate | 9.2% | 57.6%-48.4pp | 69.2%-60.0pp | 66.0%-56.8pp |
| Annual return | 19.01% | 17.76%+1.2pp | 30.53%-11.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $829 | $2,720-69.5% | $4,084-79.7% | $4,375-81.1% |
| Admin fee / account holder | $3,323 | $1,098+202.6% | $8,777-62.1% | $834+298.3% |