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 5-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 | $41,028 | $100,923-59.3% | $150,045-72.7% | $74,304-44.8% |
| Participation rate | 67.2% | 70.1%-2.9pp | 82.3%-15.1pp | 60.3%+6.9pp |
| Annual return | 22.15% | 51.77%-29.6pp | 62.55%-40.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,946 | $6,709+33.3% | $7,997+11.9% | $3,767+137.5% |
| Admin fee / account holder | $998 | $2,767-63.9% | $13,435-92.6% | $2,969-66.4% |