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 | $9,198 | $48,795-81.2% | $65,493-86.0% | $84,808-89.2% |
| Participation rate | 14.6% | 67.0%-52.3pp | 73.1%-58.5pp | 68.3%-53.7pp |
| Annual return | 18.25% | 20.20%-1.9pp | 982.45%-964.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $629 | $2,928-78.5% | $3,961-84.1% | $4,212-85.1% |
| Admin fee / account holder | $1,634 | $3,877-57.9% | $5,028-67.5% | $7,344-77.7% |