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 3-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 | $11,426 | $80,717-85.8% | $154,803-92.6% | $84,808-86.5% |
| Participation rate | 30.8% | 66.8%-36.0pp | 78.1%-47.3pp | 68.3%-37.5pp |
| Annual return | 22.07% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $479 | $2,761-82.6% | $4,305-88.9% | $2,631-81.8% |
| Participant deferral / active EE | $661 | $3,303-80.0% | $5,540-88.1% | $4,212-84.3% |
| Admin fee / account holder | $761 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |