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 | $46,884 | $177,572-73.6% | $154,803-69.7% | $142,382-67.1% |
| Participation rate | 29.2% | 82.1%-52.9pp | 78.1%-48.9pp | 80.1%-51.0pp |
| Annual return | 204.49% | 65.07%+139.4pp | 58.88%+145.6pp | 217.08%-12.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,663 | $6,272-57.5% | $5,540-51.9% | $6,507-59.1% |
| Admin fee / account holder | $2,587 | $16,786-84.6% | $14,329-81.9% | $12,624-79.5% |