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 9-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 | $18,960 | $32,037-40.8% | $69,182-72.6% | $62,891-69.9% |
| Participation rate | 14.8% | 43.4%-28.7pp | 55.1%-40.4pp | 69.3%-54.6pp |
| Annual return | 82.32% | 15.16%+67.2pp | -21.93%+104.2pp | 20.14%+62.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $226 | $1,185-80.9% | $1,897-88.1% | $3,203-92.9% |
| Admin fee / account holder | $347 | $2,608-86.7% | $2,697-87.1% | $4,296-91.9% |