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 | $19,505 | $111,535-82.5% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 16.09% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,035 | $3,939-73.7% | $3,689-71.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,083 | $5,500-80.3% | $5,072-78.6% | $6,407-83.1% |
| Admin fee / account holder | $1,296 | $9,721-86.7% | $8,859-85.4% | $12,270-89.4% |