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 | $59,146 | $118,450-50.1% | $98,439-39.9% | $139,434-57.6% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 29.60% | 18.94%+10.7pp | 21.16%+8.4pp | 372.94%-343.3pp |
| Employer contribution / active EE | $368 | $3,609-89.8% | $3,048-87.9% | $4,751-92.3% |
| Participant deferral / active EE | $10,500 | $5,392+94.7% | $4,738+121.6% | $6,710+56.5% |
| Admin fee / account holder | $431 | $14,026-96.9% | $8,948-95.2% | $11,403-96.2% |