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 | $57,590-66.1% | $86,233-77.4% | $82,448-76.4% |
| Participation rate | 15.2% | 57.9%-42.6pp | 69.0%-53.8pp | 68.1%-52.9pp |
| Annual return | 16.33% | 22.41%-6.1pp | 61.39%-45.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $306 | $1,655-81.5% | $2,504-87.8% | $2,551-88.0% |
| Participant deferral / active EE | $411 | $3,080-86.6% | $4,559-91.0% | $4,139-90.1% |
| Admin fee / account holder | $415 | $4,730-91.2% | $8,342-95.0% | $7,234-94.3% |