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 | $22,657 | $112,729-79.9% | $98,716-77.0% | $137,256-83.5% |
| Participation rate | 26.3% | 74.2%-47.9pp | 69.3%-43.0pp | 80.0%-53.6pp |
| Annual return | 22.51% | 38.48%-16.0pp | 31.81%-9.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $772 | $2,725-71.7% | $2,279-66.1% | $4,156-81.4% |
| Participant deferral / active EE | $828 | $4,640-82.2% | $4,048-79.6% | $6,407-87.1% |
| Admin fee / account holder | $2,158 | $10,129-78.7% | $8,703-75.2% | $12,270-82.4% |