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 | $30,366 | $93,571-67.5% | $135,903-77.7% | $75,163-59.6% |
| Participation rate | 44.4% | 75.2%-30.7pp | 81.9%-37.5pp | 67.2%-22.7pp |
| Annual return | 46.46% | 30.90%+15.6pp | 68.23%-21.8pp | 160.62%-114.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,460 | $6,404+94.6% | $7,758+60.6% | $4,125+202.1% |
| Admin fee / account holder | $6,188 | $6,975-11.3% | $10,762-42.5% | $5,651+9.5% |