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 5-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 | $32,611 | $51,576-36.8% | $129,207-74.8% | $80,856-59.7% |
| Participation rate | 25.0% | 57.0%-32.0pp | 69.6%-44.6pp | 67.6%-42.6pp |
| Annual return | 12.35% | 20.81%-8.5pp | 9417.33%-9405.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $313 | $1,584-80.2% | $4,153-92.5% | $2,755-88.6% |
| Participant deferral / active EE | $419 | $2,669-84.3% | $4,168-90.0% | $4,296-90.3% |
| Admin fee / account holder | $3,411 | $4,305-20.8% | $7,715-55.8% | $6,918-50.7% |