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 | $53,374 | $109,982-51.5% | $97,226-45.1% | $145,922-63.4% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-37.0pp | 80.3%-44.6pp |
| Annual return | 11.54% | 242.90%-231.4pp | 75.13%-63.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $546 | $4,676-88.3% | $4,264-87.2% | $6,688-91.8% |
| Admin fee / account holder | $6,788 | $6,221+9.1% | $5,654+20.1% | $13,397-49.3% |