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 | $21,585 | $68,346-68.4% | $94,646-77.2% | $75,163-71.3% |
| Participation rate | 27.3% | 76.1%-48.8pp | 80.8%-53.6pp | 67.2%-39.9pp |
| Annual return | 17.31% | 616.93%-599.6pp | 156.71%-139.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $630 | $2,701-76.7% | $3,672-82.8% | $2,670-76.4% |
| Participant deferral / active EE | $2,440 | $6,537-62.7% | $7,418-67.1% | $4,125-40.8% |
| Admin fee / account holder | $444 | $5,326-91.7% | $7,231-93.9% | $5,651-92.1% |