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 5-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 | $21,540 | $68,547-68.6% | $120,354-82.1% | $80,856-73.4% |
| Participation rate | 45.3% | 61.6%-16.3pp | 71.9%-26.6pp | 67.6%-22.4pp |
| Annual return | 14.07% | 23.60%-9.5pp | 107.15%-93.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $468 | $2,051-77.2% | $3,463-86.5% | $2,755-83.0% |
| Participant deferral / active EE | $1,352 | $3,173-57.4% | $4,991-72.9% | $4,296-68.5% |
| Admin fee / account holder | $2,126 | $5,732-62.9% | $9,423-77.4% | $6,918-69.3% |