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 | $37,642 | $106,515-64.7% | $96,683-61.1% | $139,434-73.0% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 25.47% | 38.43%-13.0pp | 35.69%-10.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $696 | $4,103-83.0% | $3,737-81.4% | $4,751-85.3% |
| Participant deferral / active EE | $3,844 | $5,454-29.5% | $4,878-21.2% | $6,710-42.7% |
| Admin fee / account holder | $1,648 | $7,877-79.1% | $6,730-75.5% | $11,403-85.6% |