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 | $13,929 | $54,350-74.4% | $82,719-83.2% | $68,494-79.7% |
| Participation rate | 15.7% | 63.9%-48.2pp | 72.6%-56.9pp | 67.9%-52.2pp |
| Annual return | 70.52% | -13.67%+84.2pp | 701.18%-630.7pp | -7.84%+78.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $578 | $3,246-82.2% | $4,395-86.8% | $4,027-85.6% |
| Admin fee / account holder | $502 | $4,395-88.6% | $5,329-90.6% | $5,403-90.7% |