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 | $19,496 | $60,022-67.5% | $88,946-78.1% | $84,808-77.0% |
| Participation rate | 15.2% | 57.8%-42.6pp | 68.8%-53.6pp | 68.3%-53.1pp |
| Annual return | 16.33% | 22.43%-6.1pp | 57.82%-41.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $306 | $1,703-82.1% | $2,555-88.0% | $2,631-88.4% |
| Participant deferral / active EE | $411 | $3,114-86.8% | $4,581-91.0% | $4,212-90.2% |
| Admin fee / account holder | $415 | $4,811-91.4% | $8,261-95.0% | $7,344-94.3% |