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 | $20,437 | $76,407-73.3% | $150,298-86.4% | $82,448-75.2% |
| Participation rate | 48.4% | 66.4%-18.0pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 30.36% | 39.99%-9.6pp | 62.79%-32.4pp | 41.64%-11.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,386 | $3,214+67.6% | $5,453-1.2% | $4,139+30.1% |
| Admin fee / account holder | $1,326 | $6,352-79.1% | $14,116-90.6% | $7,234-81.7% |