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 | $28,105 | $88,360-68.2% | $145,433-80.7% | $67,986-58.7% |
| Participation rate | 31.7% | 65.5%-33.8pp | 82.1%-50.4pp | 57.2%-25.5pp |
| Annual return | 18.43% | 63.15%-44.7pp | 66.58%-48.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $774 | $3,054-74.7% | $4,554-83.0% | $2,019-61.7% |
| Participant deferral / active EE | $1,467 | $5,932-75.3% | $7,897-81.4% | $3,358-56.3% |
| Admin fee / account holder | $1,579 | $3,313-52.3% | $13,129-88.0% | $3,203-50.7% |