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 | $39,906 | $178,174-77.6% | $156,181-74.4% | $137,256-70.9% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.8%-49.4pp | 80.0%-50.5pp |
| Annual return | 10.65% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $927 | $4,972-81.3% | $4,294-78.4% | $4,156-77.7% |
| Participant deferral / active EE | $4,949 | $6,888-28.1% | $6,132-19.3% | $6,407-22.8% |
| Admin fee / account holder | $17,836 | $17,404+2.5% | $14,586+22.3% | $12,270+45.4% |