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 3-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 | $24,619 | $97,125-74.7% | $86,233-71.5% | $137,256-82.1% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 13.72% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $434 | $2,841-84.7% | $2,504-82.7% | $4,156-89.6% |
| Participant deferral / active EE | $434 | $5,180-91.6% | $4,559-90.5% | $6,407-93.2% |
| Admin fee / account holder | $345 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |