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 | $16,426 | $81,248-79.8% | $155,509-89.4% | $80,856-79.7% |
| Participation rate | 25.3% | 66.2%-40.9pp | 78.2%-52.9pp | 67.6%-42.3pp |
| Annual return | 20.92% | 33.31%-12.4pp | 64.67%-43.7pp | 35.59%-14.7pp |
| Employer contribution / active EE | $640 | $3,100-79.4% | $4,672-86.3% | $2,755-76.8% |
| Participant deferral / active EE | $708 | $3,452-79.5% | $5,626-87.4% | $4,296-83.5% |
| Admin fee / account holder | $927 | $7,997-88.4% | $15,912-94.2% | $6,918-86.6% |