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 | $66,756 | $148,534-55.1% | $135,903-50.9% | $139,434-52.1% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 21.66% | 79.19%-57.5pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $925 | $5,243-82.4% | $4,856-81.0% | $4,751-80.5% |
| Participant deferral / active EE | $5,029 | $8,100-37.9% | $7,758-35.2% | $6,710-25.0% |
| Admin fee / account holder | $541 | $12,400-95.6% | $10,762-95.0% | $11,403-95.3% |