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 | $44,451 | $159,602-72.1% | $150,045-70.4% | $142,382-68.8% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.3%-46.6pp | 80.1%-44.4pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $217 | $4,961-95.6% | $4,693-95.4% | $4,299-94.9% |
| Participant deferral / active EE | $4,114 | $8,310-50.5% | $7,997-48.6% | $6,507-36.8% |
| Admin fee / account holder | $330 | $14,846-97.8% | $13,435-97.5% | $12,624-97.4% |