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 | $23,013 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.1%-47.3pp | 80.1%-49.4pp |
| Annual return | 15.68% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,286 | $4,810-52.5% | $4,305-46.9% | $4,299-46.8% |
| Participant deferral / active EE | $200 | $6,272-96.8% | $5,540-96.4% | $6,507-96.9% |
| Admin fee / account holder | $3,583 | $16,786-78.7% | $14,329-75.0% | $12,624-71.6% |