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 | $25,498 | $95,266-73.2% | $82,389-69.1% | $142,382-82.1% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.5%-13.3pp | 80.1%-23.9pp |
| Annual return | 18.99% | 25.74%-6.7pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,925 | $4,809+2.4% | $4,155+18.6% | $6,507-24.3% |
| Admin fee / account holder | $2,353 | $8,563-72.5% | $7,231-67.5% | $12,624-81.4% |