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 5-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 | $17,556 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.3%-44.2pp | 80.1%-42.0pp |
| Annual return | 98.02% | 70.24%+27.8pp | 62.55%+35.5pp | 217.08%-119.1pp |
| Employer contribution / active EE | $756 | $4,961-84.8% | $4,693-83.9% | $4,299-82.4% |
| Participant deferral / active EE | $2,503 | $8,310-69.9% | $7,997-68.7% | $6,507-61.5% |
| Admin fee / account holder | $462 | $14,846-96.9% | $13,435-96.6% | $12,624-96.3% |