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 3-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 | $68,237 | $159,602-57.2% | $150,045-54.5% | $142,382-52.1% |
| Participation rate | 17.6% | 84.0%-66.3pp | 82.3%-64.7pp | 80.1%-62.5pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $958 | $4,961-80.7% | $4,693-79.6% | $4,299-77.7% |
| Participant deferral / active EE | $1,041 | $8,310-87.5% | $7,997-87.0% | $6,507-84.0% |
| Admin fee / account holder | $2,129 | $14,846-85.7% | $13,435-84.2% | $12,624-83.1% |