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 | $41,710 | $201,259-79.3% | $184,200-77.4% | $145,959-71.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.93% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,323 | $7,018-81.1% | $6,424-79.4% | $4,661-71.6% |
| Participant deferral / active EE | $9,650 | $9,806-1.6% | $9,132+5.7% | $6,689+44.3% |
| Admin fee / account holder | $613 | $16,372-96.3% | $13,907-95.6% | $13,398-95.4% |