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 | $25,970 | $80,673-67.8% | $101,326-74.4% | $84,808-69.4% |
| Participation rate | 11.4% | 77.8%-66.4pp | 81.5%-70.1pp | 68.3%-56.9pp |
| Annual return | 31.44% | 38.95%-7.5pp | 36.82%-5.4pp | 40.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $522 | $6,840-92.4% | $7,994-93.5% | $4,212-87.6% |
| Admin fee / account holder | $3,505 | $12,784-72.6% | $11,185-68.7% | $7,344-52.3% |