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 | $11,017 | $82,286-86.6% | $68,791-84.0% | $134,475-91.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | 2.27% | -2.19%+4.5pp | -6.38%+8.6pp | 417.96%-415.7pp |
| Employer contribution / active EE | $5,540 | $3,301+67.9% | $2,655+108.7% | $4,740+16.9% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $946 | $6,481-85.4% | $4,932-80.8% | $11,426-91.7% |