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 | $14,529 | $68,719-78.9% | $91,541-84.1% | $84,808-82.9% |
| Participation rate | 44.1% | 64.5%-20.4pp | 69.8%-25.7pp | 68.3%-24.2pp |
| Annual return | 18.68% | 19.12%-0.4pp | 20.50%-1.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $522 | $3,136-83.3% | $4,008-87.0% | $4,212-87.6% |
| Admin fee / account holder | $340 | $5,786-94.1% | $6,956-95.1% | $7,344-95.4% |