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 | $131,934 | $201,272-34.4% | $184,203-28.4% | $145,922-9.6% |
| Participation rate | 53.3% | 87.5%-34.2pp | 86.8%-33.5pp | 80.3%-26.9pp |
| Annual return | 11.26% | 29.00%-17.7pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $218 | $7,022-96.9% | $6,427-96.6% | $4,660-95.3% |
| Participant deferral / active EE | $4,354 | $9,806-55.6% | $9,131-52.3% | $6,688-34.9% |
| Admin fee / account holder | $2,513 | $16,364-84.6% | $13,901-81.9% | $13,397-81.2% |