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 9-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 | $12,606 | $48,750-74.1% | $88,946-85.8% | $74,304-83.0% |
| Participation rate | 22.2% | 44.5%-22.3pp | 68.8%-46.6pp | 60.3%-38.1pp |
| Annual return | 15.19% | 25.91%-10.7pp | 57.82%-42.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $460 | $2,423-81.0% | $4,581-90.0% | $3,767-87.8% |
| Admin fee / account holder | $1,368 | $3,756-63.6% | $8,261-83.4% | $2,969-53.9% |