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 | $40,333 | $95,453-57.7% | $112,040-64.0% | $82,448-51.1% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.5%-51.5pp | 68.1%-43.1pp |
| Annual return | 13.40% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $771 | $2,318-66.7% | $2,954-73.9% | $2,551-69.8% |
| Participant deferral / active EE | $1,307 | $4,224-69.1% | $5,098-74.4% | $4,139-68.4% |
| Admin fee / account holder | $3,534 | $9,013-60.8% | $12,098-70.8% | $7,234-51.1% |