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 | $24,504 | $22,587+8.5% | $65,255-62.4% | $75,163-67.4% |
| Participation rate | 31.3% | 63.1%-31.8pp | 65.0%-33.7pp | 67.2%-35.9pp |
| Annual return | 35.02% | 71.03%-36.0pp | 47.35%-12.3pp | 160.62%-125.6pp |
| Employer contribution / active EE | $322 | $941-65.8% | $1,691-81.0% | $2,670-88.0% |
| Participant deferral / active EE | $455 | $1,695-73.2% | $2,831-83.9% | $4,125-89.0% |
| Admin fee / account holder | $732 | $1,876-61.0% | $4,112-82.2% | $5,651-87.0% |