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 | $19,771 | $51,638-61.7% | $68,368-71.1% | $82,448-76.0% |
| Participation rate | 27.9% | 63.6%-35.7pp | 73.8%-45.8pp | 68.1%-40.2pp |
| Annual return | 14.00% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,025 | $2,914-30.5% | $4,123-50.9% | $4,139-51.1% |
| Admin fee / account holder | $5,335 | $4,643+14.9% | $5,150+3.6% | $7,234-26.3% |