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 | $23,343 | $159,602-85.4% | $150,045-84.4% | $142,382-83.6% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.3%-44.2pp | 80.1%-42.0pp |
| Annual return | 23.04% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,276 | $8,310-72.6% | $7,997-71.5% | $6,507-65.0% |
| Admin fee / account holder | $3,736 | $14,846-74.8% | $13,435-72.2% | $12,624-70.4% |