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 | $41,987 | $76,407-45.0% | $150,298-72.1% | $82,448-49.1% |
| Participation rate | 12.8% | 66.4%-53.6pp | 77.8%-64.9pp | 68.1%-55.2pp |
| Annual return | 21.99% | 39.99%-18.0pp | 62.79%-40.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $354 | $2,614-86.5% | $4,154-91.5% | $2,551-86.1% |
| Participant deferral / active EE | $823 | $3,214-74.4% | $5,453-84.9% | $4,139-80.1% |
| Admin fee / account holder | $2,029 | $6,352-68.1% | $14,116-85.6% | $7,234-72.0% |