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.
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 | $35,870 | $178,174-79.9% | $156,181-77.0% | $137,256-73.9% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.8%-43.8pp | 80.0%-45.0pp |
| Annual return | 19.13% | 84.19%-65.1pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $852 | $4,972-82.9% | $4,294-80.2% | $4,156-79.5% |
| Participant deferral / active EE | $4,469 | $6,888-35.1% | $6,132-27.1% | $6,407-30.2% |
| Admin fee / account holder | $594 | $17,404-96.6% | $14,586-95.9% | $12,270-95.2% |