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 5-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 | $23,412 | $61,272-61.8% | $149,673-84.4% | $71,457-67.2% |
| Participation rate | 30.1% | 62.5%-32.4pp | 78.8%-48.7pp | 67.9%-37.8pp |
| Annual return | 16.05% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $566 | $2,378-76.2% | $4,818-88.3% | $2,588-78.1% |
| Participant deferral / active EE | $789 | $2,917-73.0% | $5,680-86.1% | $4,289-81.6% |
| Admin fee / account holder | $339 | $1,261-73.1% | $13,210-97.4% | $1,587-78.6% |