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 | $25,429 | $53,516-52.5% | $126,539-79.9% | $84,808-70.0% |
| Participation rate | 53.1% | 58.2%-5.1pp | 69.8%-16.7pp | 68.3%-15.2pp |
| Annual return | 19.84% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,188 | $2,671+56.8% | $4,083+2.6% | $4,212-0.6% |
| Admin fee / account holder | $1,480 | $4,497-67.1% | $6,065-75.6% | $7,344-79.8% |