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 | $8,073 | $25,014-67.7% | $69,701-88.4% | $80,874-90.0% |
| Participation rate | 20.0% | 64.2%-44.2pp | 66.4%-46.4pp | 67.6%-47.6pp |
| Annual return | 11.66% | 19.07%-7.4pp | 100.32%-88.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $432 | $993-56.5% | $1,713-74.8% | $2,756-84.3% |
| Participant deferral / active EE | $606 | $1,839-67.1% | $2,887-79.0% | $4,297-85.9% |
| Admin fee / account holder | $1,890 | $2,488-24.0% | $4,717-59.9% | $6,935-72.7% |