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 | $65,598 | $179,726-63.5% | $156,263-58.0% | $142,382-53.9% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.9%-33.5pp | 80.1%-34.7pp |
| Annual return | 13.78% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,186 | $5,069-76.6% | $4,333-72.6% | $4,299-72.4% |
| Participant deferral / active EE | $1,556 | $6,956-77.6% | $6,158-74.7% | $6,507-76.1% |
| Admin fee / account holder | $383 | $17,272-97.8% | $14,255-97.3% | $12,624-97.0% |