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 | $87,166-70.7% | $76,735-66.8% | $137,256-81.4% |
| Participation rate | 56.3% | 74.4%-18.1pp | 69.5%-13.2pp | 80.0%-23.7pp |
| Annual return | 18.99% | 26.50%-7.5pp | 29.77%-10.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,925 | $4,726+4.2% | $4,088+20.5% | $6,407-23.1% |
| Admin fee / account holder | $2,353 | $8,403-72.0% | $7,189-67.3% | $12,270-80.8% |