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 | $64,968 | $138,347-53.0% | $184,203-64.7% | $80,856-19.7% |
| Participation rate | 55.2% | 83.9%-28.7pp | 86.8%-31.6pp | 67.6%-12.5pp |
| Annual return | 14.64% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $858 | $4,850-82.3% | $6,427-86.6% | $2,755-68.8% |
| Participant deferral / active EE | $6,723 | $7,071-4.9% | $9,131-26.4% | $4,296+56.5% |
| Admin fee / account holder | $1,622 | $10,483-84.5% | $13,901-88.3% | $6,918-76.6% |