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 5-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 | $11,107 | $57,016-80.5% | $84,966-86.9% | $80,856-86.3% |
| Participation rate | 12.7% | 56.3%-43.7pp | 67.5%-54.8pp | 67.6%-54.9pp |
| Annual return | 18.09% | 21.66%-3.6pp | 66.38%-48.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $458 | $1,798-74.5% | $2,727-83.2% | $2,755-83.4% |
| Participant deferral / active EE | $541 | $3,110-82.6% | $4,519-88.0% | $4,296-87.4% |
| Admin fee / account holder | $1,102 | $4,980-77.9% | $6,149-82.1% | $6,918-84.1% |