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 3-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 | $23,915 | $73,787-67.6% | $98,716-75.8% | $82,448-71.0% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.3%-49.8pp | 68.1%-48.6pp |
| Annual return | 15.86% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $347 | $1,511-77.1% | $2,279-84.8% | $2,551-86.4% |
| Participant deferral / active EE | $1,211 | $3,081-60.7% | $4,048-70.1% | $4,139-70.7% |
| Admin fee / account holder | $1,289 | $6,500-80.2% | $8,703-85.2% | $7,234-82.2% |