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 | $5,573 | $27,827-80.0% | $65,255-91.5% | $71,457-92.2% |
| Participation rate | 10.4% | 57.6%-47.2pp | 65.0%-54.6pp | 67.9%-57.5pp |
| Annual return | 26.75% | 41.58%-14.8pp | 47.35%-20.6pp | 28.85%-2.1pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,691-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $437 | $1,861-76.5% | $2,831-84.6% | $4,289-89.8% |
| Admin fee / account holder | $354 | $3,850-90.8% | $4,112-91.4% | $1,587-77.7% |