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 3-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 | $24,215 | $64,480-62.4% | $81,382-70.2% | $80,856-70.1% |
| Participation rate | 66.0% | 63.9%+2.1pp | 69.5%-3.5pp | 67.6%-1.6pp |
| Annual return | 41.50% | 16.34%+25.2pp | 24.73%+16.8pp | 35.59%+5.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,731 | $3,094+182.2% | $3,883+124.8% | $4,296+103.2% |
| Admin fee / account holder | $6,387 | $5,671+12.6% | $5,768+10.7% | $6,918-7.7% |