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 | $14,435 | $106,584-86.5% | $101,326-85.8% | $142,382-89.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 25.58% | 36.93%-11.3pp | 36.82%-11.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $975 | $3,956-75.4% | $3,665-73.4% | $4,299-77.3% |
| Participant deferral / active EE | $1,680 | $8,297-79.8% | $7,994-79.0% | $6,507-74.2% |
| Admin fee / account holder | $1,393 | $11,446-87.8% | $11,185-87.5% | $12,624-89.0% |