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 3-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 | $29,912 | $88,672-66.3% | $105,223-71.6% | $82,448-63.7% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 47.92% | 30.86%+17.1pp | 180.65%-132.7pp | 41.64%+6.3pp |
| Employer contribution / active EE | $787 | $3,048-74.2% | $3,689-78.7% | $2,551-69.2% |
| Participant deferral / active EE | $3,051 | $4,036-24.4% | $5,072-39.8% | $4,139-26.3% |
| Admin fee / account holder | $2,038 | $7,146-71.5% | $8,859-77.0% | $7,234-71.8% |