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 | $29,685 | $102,317-71.0% | $146,958-79.8% | $80,856-63.3% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.2%-54.2pp | 67.6%-39.6pp |
| Annual return | 33.78% | 134.76%-101.0pp | 418.34%-384.6pp | 35.59%-1.8pp |
| Employer contribution / active EE | $1,133 | $3,713-69.5% | $4,933-77.0% | $2,755-58.9% |
| Participant deferral / active EE | $1,973 | $6,644-70.3% | $8,070-75.6% | $4,296-54.1% |
| Admin fee / account holder | $4,297 | $7,941-45.9% | $12,998-66.9% | $6,918-37.9% |