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 4-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 | $10,046 | $60,892-83.5% | $82,389-87.8% | $84,808-88.2% |
| Participation rate | 58.6% | 63.3%-4.6pp | 69.5%-10.9pp | 68.3%-9.7pp |
| Annual return | 15.37% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $543 | $1,779-69.5% | $2,517-78.4% | $2,631-79.4% |
| Participant deferral / active EE | $1,025 | $3,179-67.8% | $4,155-75.3% | $4,212-75.7% |
| Admin fee / account holder | $2,139 | $5,467-60.9% | $7,231-70.4% | $7,344-70.9% |