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 10-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 | $14,542 | $53,127-72.6% | $86,590-83.2% | $70,131-79.3% |
| Participation rate | 69.4% | 65.3%+4.0pp | 73.5%-4.2pp | 69.5%-0.2pp |
| Annual return | 15.29% | 27.66%-12.4pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $130 | $2,068-93.7% | $2,839-95.4% | $2,342-94.4% |
| Participant deferral / active EE | $867 | $2,696-67.8% | $3,609-76.0% | $3,332-74.0% |
| Admin fee / account holder | $392 | $3,585-89.1% | $4,906-92.0% | $4,645-91.6% |