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 | $21,059 | $77,314-72.8% | $177,989-88.2% | $80,856-74.0% |
| Participation rate | 33.9% | 65.7%-31.8pp | 77.1%-43.2pp | 67.6%-33.7pp |
| Annual return | 14.11% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $756 | $2,292-67.0% | $3,949-80.9% | $2,755-72.6% |
| Participant deferral / active EE | $1,400 | $4,411-68.3% | $6,276-77.7% | $4,296-67.4% |
| Admin fee / account holder | $1,207 | $7,191-83.2% | $10,363-88.4% | $6,918-82.6% |