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 | $40,132 | $159,602-74.9% | $150,045-73.3% | $142,382-71.8% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.3%-27.3pp | 80.1%-25.1pp |
| Annual return | 18.61% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,790 | $4,961-43.8% | $4,693-40.5% | $4,299-35.1% |
| Participant deferral / active EE | $2,146 | $8,310-74.2% | $7,997-73.2% | $6,507-67.0% |
| Admin fee / account holder | $1,117 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |