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 | $80,382 | $159,602-49.6% | $150,045-46.4% | $142,382-43.5% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.3%-43.9pp | 80.1%-41.7pp |
| Annual return | 14.45% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $430 | $4,961-91.3% | $4,693-90.8% | $4,299-90.0% |
| Participant deferral / active EE | $2,676 | $8,310-67.8% | $7,997-66.5% | $6,507-58.9% |
| Admin fee / account holder | $636 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |