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 | $16,253 | $80,717-79.9% | $154,803-89.5% | $84,808-80.8% |
| Participation rate | 13.0% | 66.8%-53.8pp | 78.1%-65.0pp | 68.3%-55.3pp |
| Annual return | 54.77% | 37.96%+16.8pp | 58.88%-4.1pp | 40.90%+13.9pp |
| Employer contribution / active EE | $647 | $2,761-76.6% | $4,305-85.0% | $2,631-75.4% |
| Participant deferral / active EE | $870 | $3,303-73.7% | $5,540-84.3% | $4,212-79.3% |
| Admin fee / account holder | $1,517 | $6,746-77.5% | $14,329-89.4% | $7,344-79.3% |