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 | $71,000 | $95,803-25.9% | $113,168-37.3% | $84,808-16.3% |
| Participation rate | 62.7% | 72.9%-10.2pp | 76.6%-13.9pp | 68.3%-5.6pp |
| Annual return | 47.29% | 25.00%+22.3pp | 24.27%+23.0pp | 40.90%+6.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,074 | $4,242+231.8% | $5,107+175.6% | $4,212+234.2% |
| Admin fee / account holder | $1,634 | $8,989-81.8% | $12,068-86.5% | $7,344-77.8% |