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 | $17,687 | $159,602-88.9% | $150,045-88.2% | $142,382-87.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 17.06% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,442 | $4,961-70.9% | $4,693-69.3% | $4,299-66.5% |
| Participant deferral / active EE | $2,329 | $8,310-72.0% | $7,997-70.9% | $6,507-64.2% |
| Admin fee / account holder | $556 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |