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 5-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 | $54,553 | $88,672-38.5% | $105,223-48.2% | $82,448-33.8% |
| Participation rate | 24.4% | 67.9%-43.6pp | 75.0%-50.7pp | 68.1%-43.7pp |
| Annual return | 20.19% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $894 | $3,048-70.7% | $3,689-75.8% | $2,551-65.0% |
| Participant deferral / active EE | $1,671 | $4,036-58.6% | $5,072-67.1% | $4,139-59.6% |
| Admin fee / account holder | $1,836 | $7,146-74.3% | $8,859-79.3% | $7,234-74.6% |