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 | $18,296 | $76,407-76.1% | $150,298-87.8% | $82,448-77.8% |
| Participation rate | 26.7% | 66.4%-39.7pp | 77.8%-51.1pp | 68.1%-41.4pp |
| Annual return | 16.96% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $221 | $2,614-91.5% | $4,154-94.7% | $2,551-91.3% |
| Participant deferral / active EE | $1,195 | $3,214-62.8% | $5,453-78.1% | $4,139-71.1% |
| Admin fee / account holder | $922 | $6,352-85.5% | $14,116-93.5% | $7,234-87.3% |