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 4-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 | $15,808 | $45,031-64.9% | $84,966-81.4% | $77,643-79.6% |
| Participation rate | 12.2% | 48.7%-36.5pp | 67.5%-55.3pp | 70.6%-58.3pp |
| Annual return | 66.99% | 79.22%-12.2pp | 66.38%+0.6pp | 31.24%+35.8pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $444 | $2,807-84.2% | $4,519-90.2% | $4,647-90.5% |
| Admin fee / account holder | $969 | $912+6.3% | $6,149-84.2% | $430+125.1% |