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 | $19,137 | $81,248-76.4% | $155,509-87.7% | $80,856-76.3% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.6%-26.0pp |
| Annual return | 15.62% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,377 | $3,452+26.8% | $5,626-22.2% | $4,296+1.9% |
| Admin fee / account holder | $3,165 | $7,997-60.4% | $15,912-80.1% | $6,918-54.3% |