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 3-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 | $31,561 | $25,014+26.2% | $69,701-54.7% | $80,874-61.0% |
| Participation rate | 9.8% | 64.2%-54.4pp | 66.4%-56.6pp | 67.6%-57.8pp |
| Annual return | 103.10% | 19.07%+84.0pp | 100.32%+2.8pp | 35.62%+67.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $465 | $1,839-74.7% | $2,887-83.9% | $4,297-89.2% |
| Admin fee / account holder | $5,084 | $2,488+104.3% | $4,717+7.8% | $6,935-26.7% |