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 | $8,779 | $54,705-84.0% | $71,209-87.7% | $84,808-89.6% |
| Participation rate | 62.5% | 64.1%-1.6pp | 73.8%-11.3pp | 68.3%-5.8pp |
| Annual return | 19.16% | 35.90%-16.7pp | 282.51%-263.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $68 | $2,158-96.9% | $2,721-97.5% | $2,631-97.4% |
| Participant deferral / active EE | $1,225 | $3,030-59.6% | $4,175-70.7% | $4,212-70.9% |
| Admin fee / account holder | $409 | $4,863-91.6% | $5,349-92.4% | $7,344-94.4% |