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 3-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 | $24,123 | $103,966-76.8% | $112,887-78.6% | $75,163-67.9% |
| Participation rate | 53.2% | 75.7%-22.5pp | 80.5%-27.3pp | 67.2%-14.0pp |
| Annual return | 16.08% | 24.54%-8.5pp | 34.10%-18.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $959 | $3,870-75.2% | $4,563-79.0% | $2,670-64.1% |
| Participant deferral / active EE | $2,891 | $5,456-47.0% | $6,513-55.6% | $4,125-29.9% |
| Admin fee / account holder | $1,908 | $7,663-75.1% | $7,047-72.9% | $5,651-66.2% |