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 | $12,888 | $60,892-78.8% | $82,389-84.4% | $84,808-84.8% |
| Participation rate | 61.7% | 63.3%-1.6pp | 69.5%-7.8pp | 68.3%-6.6pp |
| Annual return | 66.86% | 37.29%+29.6pp | 28.67%+38.2pp | 40.90%+26.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,718 | $3,179+17.0% | $4,155-10.5% | $4,212-11.7% |
| Admin fee / account holder | $723 | $5,467-86.8% | $7,231-90.0% | $7,344-90.1% |