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 | $67,067 | $80,673-16.9% | $101,326-33.8% | $84,808-20.9% |
| Participation rate | 59.5% | 77.8%-18.3pp | 81.5%-22.0pp | 68.3%-8.9pp |
| Annual return | 18.36% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,227 | $6,840+64.1% | $7,994+40.4% | $4,212+166.6% |
| Admin fee / account holder | $8,953 | $12,784-30.0% | $11,185-20.0% | $7,344+21.9% |