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 | $42,466 | $177,572-76.1% | $154,803-72.6% | $142,382-70.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 63.18% | 65.07%-1.9pp | 58.88%+4.3pp | 217.08%-153.9pp |
| Employer contribution / active EE | $575 | $4,810-88.0% | $4,305-86.6% | $4,299-86.6% |
| Participant deferral / active EE | $5,511 | $6,272-12.1% | $5,540-0.5% | $6,507-15.3% |
| Admin fee / account holder | $1,323 | $16,786-92.1% | $14,329-90.8% | $12,624-89.5% |