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 | $29,972 | $76,407-60.8% | $150,298-80.1% | $82,448-63.6% |
| Participation rate | 26.1% | 66.4%-40.3pp | 77.8%-51.7pp | 68.1%-42.0pp |
| Annual return | 16.64% | 39.99%-23.4pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $257 | $2,614-90.2% | $4,154-93.8% | $2,551-89.9% |
| Participant deferral / active EE | $1,576 | $3,214-51.0% | $5,453-71.1% | $4,139-61.9% |
| Admin fee / account holder | $673 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |