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.
Employer 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 | $26,843 | $73,787-63.6% | $98,716-72.8% | $82,448-67.4% |
| Participation rate | 55.6% | 61.4%-5.9pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 57.66% | 18.57%+39.1pp | 31.81%+25.8pp | 41.64%+16.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,792 | $3,081-9.4% | $4,048-31.0% | $4,139-32.5% |
| Admin fee / account holder | $902 | $6,500-86.1% | $8,703-89.6% | $7,234-87.5% |