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 | $29,343 | $78,926-62.8% | $136,749-78.5% | $84,808-65.4% |
| Participation rate | 60.0% | 62.2%-2.2pp | 72.1%-12.1pp | 68.3%-8.3pp |
| Annual return | 66.93% | 18.17%+48.8pp | 24.33%+42.6pp | 40.90%+26.0pp |
| Employer contribution / active EE | $20 | $2,134-99.1% | $3,400-99.4% | $2,631-99.2% |
| Participant deferral / active EE | $4,928 | $3,168+55.5% | $4,692+5.0% | $4,212+17.0% |
| Admin fee / account holder | $2,518 | $6,369-60.5% | $11,386-77.9% | $7,344-65.7% |