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 | $30,887 | $102,317-69.8% | $146,958-79.0% | $80,856-61.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $933 | $3,713-74.9% | $4,933-81.1% | $2,755-66.1% |
| Participant deferral / active EE | $2,436 | $6,644-63.3% | $8,070-69.8% | $4,296-43.3% |
| Admin fee / account holder | $493 | $7,941-93.8% | $12,998-96.2% | $6,918-92.9% |