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 | $28,601 | $93,571-69.4% | $135,903-79.0% | $75,163-61.9% |
| Participation rate | 48.5% | 75.2%-26.7pp | 81.9%-33.4pp | 67.2%-18.7pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $939 | $3,537-73.4% | $4,856-80.7% | $2,670-64.8% |
| Participant deferral / active EE | $1,297 | $6,404-79.7% | $7,758-83.3% | $4,125-68.6% |
| Admin fee / account holder | $305 | $6,975-95.6% | $10,762-97.2% | $5,651-94.6% |