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 | $27,934 | $45,343-38.4% | $150,298-81.4% | $67,986-58.9% |
| Participation rate | 8.5% | 51.9%-43.3pp | 77.8%-69.2pp | 57.2%-48.7pp |
| Annual return | 22.51% | 33.28%-10.8pp | 62.79%-40.3pp | 31.67%-9.2pp |
| Employer contribution / active EE | $224 | $1,462-84.6% | $4,154-94.6% | $2,019-88.9% |
| Participant deferral / active EE | $394 | $2,055-80.8% | $5,453-92.8% | $3,358-88.3% |
| Admin fee / account holder | $943 | $2,250-58.1% | $14,116-93.3% | $3,203-70.6% |