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 | $19,428 | $60,892-68.1% | $82,389-76.4% | $84,808-77.1% |
| Participation rate | 23.9% | 63.3%-39.4pp | 69.5%-45.6pp | 68.3%-44.4pp |
| Annual return | 20.23% | 37.29%-17.1pp | 28.67%-8.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $732 | $1,779-58.9% | $2,517-70.9% | $2,631-72.2% |
| Participant deferral / active EE | $1,055 | $3,179-66.8% | $4,155-74.6% | $4,212-75.0% |
| Admin fee / account holder | $2,280 | $5,467-58.3% | $7,231-68.5% | $7,344-69.0% |