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 | $24,172 | $183,519-86.8% | $155,509-84.5% | $145,922-83.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 41.51% | 61.17%-19.7pp | 64.67%-23.2pp | 561.29%-519.8pp |
| Employer contribution / active EE | $892 | $5,313-83.2% | $4,672-80.9% | $4,660-80.9% |
| Participant deferral / active EE | $4,229 | $6,462-34.6% | $5,626-24.8% | $6,688-36.8% |
| Admin fee / account holder | $3,740 | $19,313-80.6% | $15,912-76.5% | $13,397-72.1% |