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 6-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 | $13,089 | $81,248-83.9% | $155,509-91.6% | $80,856-83.8% |
| Participation rate | 30.5% | 66.2%-35.7pp | 78.2%-47.7pp | 67.6%-37.1pp |
| Annual return | 12.08% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $431 | $3,100-86.1% | $4,672-90.8% | $2,755-84.4% |
| Participant deferral / active EE | $621 | $3,452-82.0% | $5,626-89.0% | $4,296-85.5% |
| Admin fee / account holder | $2,124 | $7,997-73.4% | $15,912-86.7% | $6,918-69.3% |