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 | $37,062 | $165,984-77.7% | $164,813-77.5% | $145,922-74.6% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 11.47% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $784 | $5,273-85.1% | $4,341-81.9% | $4,660-83.2% |
| Participant deferral / active EE | $2,416 | $6,959-65.3% | $6,031-59.9% | $6,688-63.9% |
| Admin fee / account holder | $5,400 | $16,648-67.6% | $12,690-57.4% | $13,397-59.7% |