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 | $64,778 | $100,923-35.8% | $150,045-56.8% | $74,304-12.8% |
| Participation rate | 42.4% | 70.1%-27.7pp | 82.3%-40.0pp | 60.3%-18.0pp |
| Annual return | 18.36% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $758 | $3,463-78.1% | $4,693-83.8% | $2,241-66.2% |
| Participant deferral / active EE | $1,474 | $6,709-78.0% | $7,997-81.6% | $3,767-60.9% |
| Admin fee / account holder | $4,542 | $2,767+64.2% | $13,435-66.2% | $2,969+53.0% |