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 | $11,730 | $114,381-89.7% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 25.26% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $749 | $4,015-81.3% | $3,754-80.0% | $4,299-82.6% |
| Participant deferral / active EE | $1,704 | $5,564-69.4% | $5,116-66.7% | $6,507-73.8% |
| Admin fee / account holder | $367 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |