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% | $69,647-54.7% | $80,856-61.0% |
| Participation rate | 9.8% | 64.2%-54.4pp | 66.5%-56.6pp | 67.6%-57.8pp |
| Annual return | 103.10% | 19.07%+84.0pp | 100.48%+2.6pp | 35.59%+67.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $465 | $1,839-74.7% | $2,886-83.9% | $4,296-89.2% |
| Admin fee / account holder | $5,084 | $2,488+104.3% | $4,713+7.9% | $6,918-26.5% |