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 | $14,059 | $77,730-81.9% | $70,164-80.0% | $139,434-89.9% |
| Participation rate | 41.7% | 83.2%-41.5pp | 78.8%-37.2pp | 80.3%-38.7pp |
| Annual return | 16.73% | 18.98%-2.2pp | 18.87%-2.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $417 | $4,990-91.6% | $4,287-90.3% | $4,751-91.2% |
| Participant deferral / active EE | $3,194 | $6,448-50.5% | $5,395-40.8% | $6,710-52.4% |
| Admin fee / account holder | $7,757 | $5,368+44.5% | $4,561+70.1% | $11,403-32.0% |