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 | $10,481 | $100,773-89.6% | $88,946-88.2% | $142,382-92.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 20.07% | 70.18%-50.1pp | 57.82%-37.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $595 | $2,918-79.6% | $2,555-76.7% | $4,299-86.2% |
| Participant deferral / active EE | $677 | $5,230-87.1% | $4,581-85.2% | $6,507-89.6% |
| Admin fee / account holder | $909 | $9,693-90.6% | $8,261-89.0% | $12,624-92.8% |