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 | $137,690 | $80,717+70.6% | $154,803-11.1% | $84,808+62.4% |
| Participation rate | 3.7% | 66.8%-63.1pp | 78.1%-74.4pp | 68.3%-64.6pp |
| Annual return | 25.81% | 37.96%-12.1pp | 58.88%-33.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $104 | $2,761-96.2% | $4,305-97.6% | $2,631-96.1% |
| Participant deferral / active EE | $870 | $3,303-73.7% | $5,540-84.3% | $4,212-79.3% |
| Admin fee / account holder | $519 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |