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 | $13,619 | $53,516-74.6% | $126,539-89.2% | $84,808-83.9% |
| Participation rate | 25.8% | 58.2%-32.4pp | 69.8%-44.0pp | 68.3%-42.5pp |
| Annual return | 19.79% | 58.34%-38.5pp | 425.95%-406.2pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,417 | $2,671-47.0% | $4,083-65.3% | $4,212-66.4% |
| Admin fee / account holder | $491 | $4,497-89.1% | $6,065-91.9% | $7,344-93.3% |