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 5-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 | $37,360 | $52,380-28.7% | $98,755-62.2% | $85,850-56.5% |
| Participation rate | 46.9% | 58.0%-11.1pp | 65.7%-18.8pp | 69.3%-22.4pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.91%-49.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $486 | $1,337-63.7% | $2,067-76.5% | $2,565-81.1% |
| Participant deferral / active EE | $619 | $2,101-70.5% | $3,035-79.6% | $3,952-84.3% |
| Admin fee / account holder | $453 | $3,865-88.3% | $4,076-88.9% | $6,260-92.8% |