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 6-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 | $10,507 | $60,022-82.5% | $88,946-88.2% | $84,808-87.6% |
| Participation rate | 30.6% | 57.8%-27.3pp | 68.8%-38.3pp | 68.3%-37.7pp |
| Annual return | 18.72% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $691 | $3,114-77.8% | $4,581-84.9% | $4,212-83.6% |
| Admin fee / account holder | $1,449 | $4,811-69.9% | $8,261-82.5% | $7,344-80.3% |