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 | $26,263 | $88,360-70.3% | $145,433-81.9% | $67,986-61.4% |
| Participation rate | 5.3% | 65.5%-60.1pp | 82.1%-76.8pp | 57.2%-51.9pp |
| Annual return | 20.20% | 63.15%-43.0pp | 66.58%-46.4pp | 31.67%-11.5pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $205 | $5,932-96.5% | $7,897-97.4% | $3,358-93.9% |
| Admin fee / account holder | $1,126 | $3,313-66.0% | $13,129-91.4% | $3,203-64.8% |