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 5-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 | $14,277 | $59,101-75.8% | $77,163-81.5% | $75,163-81.0% |
| Participation rate | 24.1% | 63.9%-39.7pp | 69.6%-45.4pp | 67.2%-43.1pp |
| Annual return | 20.02% | 26.71%-6.7pp | 37.87%-17.9pp | 160.62%-140.6pp |
| Employer contribution / active EE | $492 | $1,995-75.4% | $2,535-80.6% | $2,670-81.6% |
| Participant deferral / active EE | $649 | $2,999-78.4% | $3,833-83.1% | $4,125-84.3% |
| Admin fee / account holder | $339 | $4,774-92.9% | $5,472-93.8% | $5,651-94.0% |