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 | $9,477 | $80,717-88.3% | $154,803-93.9% | $84,808-88.8% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 23.75% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $574 | $2,761-79.2% | $4,305-86.7% | $2,631-78.2% |
| Participant deferral / active EE | $857 | $3,303-74.0% | $5,540-84.5% | $4,212-79.6% |
| Admin fee / account holder | $717 | $6,746-89.4% | $14,329-95.0% | $7,344-90.2% |