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 5-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 | $12,590 | $57,590-78.1% | $86,233-85.4% | $82,448-84.7% |
| Participation rate | 39.0% | 57.9%-18.8pp | 69.0%-30.0pp | 68.1%-29.0pp |
| Annual return | 21.06% | 22.41%-1.4pp | 61.39%-40.3pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,220 | $3,080-60.4% | $4,559-73.2% | $4,139-70.5% |
| Admin fee / account holder | $1,916 | $4,730-59.5% | $8,342-77.0% | $7,234-73.5% |