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 | $2,896 | $24,733-88.3% | $69,647-95.8% | $74,495-96.1% |
| Participation rate | 53.6% | 63.5%-9.9pp | 66.5%-12.8pp | 67.2%-13.6pp |
| Annual return | 15.20% | 18.55%-3.4pp | 100.48%-85.3pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $406 | $1,001-59.5% | $1,712-76.3% | $2,623-84.5% |
| Participant deferral / active EE | $666 | $1,901-65.0% | $2,886-76.9% | $4,346-84.7% |
| Admin fee / account holder | $409 | $1,892-78.4% | $4,713-91.3% | $1,942-78.9% |