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 | $179,726-80.0% | $156,263-77.0% | $142,382-74.8% |
| Participation rate | 35.0% | 82.1%-47.1pp | 78.9%-43.9pp | 80.1%-45.1pp |
| Annual return | 19.13% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $852 | $5,069-83.2% | $4,333-80.3% | $4,299-80.2% |
| Participant deferral / active EE | $4,469 | $6,956-35.8% | $6,158-27.4% | $6,507-31.3% |
| Admin fee / account holder | $594 | $17,272-96.6% | $14,255-95.8% | $12,624-95.3% |