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 | $70,332 | $148,978-52.8% | $200,582-64.9% | $84,808-17.1% |
| Participation rate | 48.8% | 84.2%-35.4pp | 86.9%-38.0pp | 68.3%-19.5pp |
| Annual return | 17.35% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $821 | $4,815-82.9% | $6,419-87.2% | $2,631-68.8% |
| Participant deferral / active EE | $6,463 | $7,142-9.5% | $9,331-30.7% | $4,212+53.5% |
| Admin fee / account holder | $782 | $13,977-94.4% | $16,305-95.2% | $7,344-89.3% |