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 | $19,058 | $106,515-82.1% | $96,683-80.3% | $139,434-86.3% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 29.60% | 38.43%-8.8pp | 35.69%-6.1pp | 372.94%-343.3pp |
| Employer contribution / active EE | $740 | $4,103-82.0% | $3,737-80.2% | $4,751-84.4% |
| Participant deferral / active EE | $3,945 | $5,454-27.7% | $4,878-19.1% | $6,710-41.2% |
| Admin fee / account holder | $2,326 | $7,877-70.5% | $6,730-65.4% | $11,403-79.6% |