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 | $100,970-85.7% | $96,576-85.1% | $137,256-89.5% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 25.58% | 38.16%-12.6pp | 38.47%-12.9pp | 220.34%-194.8pp |
| Employer contribution / active EE | $975 | $3,809-74.4% | $3,553-72.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,680 | $8,286-79.7% | $7,956-78.9% | $6,407-73.8% |
| Admin fee / account holder | $1,393 | $11,312-87.7% | $11,381-87.8% | $12,270-88.6% |