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 | $16,085 | $106,515-84.9% | $96,683-83.4% | $139,434-88.5% |
| Participation rate | 21.1% | 77.8%-56.8pp | 74.3%-53.3pp | 80.3%-59.3pp |
| Annual return | 31.35% | 38.43%-7.1pp | 35.69%-4.3pp | 372.94%-341.6pp |
| Employer contribution / active EE | $1,205 | $4,103-70.6% | $3,737-67.8% | $4,751-74.6% |
| Participant deferral / active EE | $1,349 | $5,454-75.3% | $4,878-72.3% | $6,710-79.9% |
| Admin fee / account holder | $878 | $7,877-88.9% | $6,730-87.0% | $11,403-92.3% |