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 | $47,320 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.3%-52.3pp | 80.1%-50.1pp |
| Annual return | 14.42% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $304 | $4,961-93.9% | $4,693-93.5% | $4,299-92.9% |
| Participant deferral / active EE | $4,011 | $8,310-51.7% | $7,997-49.8% | $6,507-38.4% |
| Admin fee / account holder | $12,343 | $14,846-16.9% | $13,435-8.1% | $12,624-2.2% |