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 | $7,268 | $56,317-87.1% | $71,209-89.8% | $74,304-90.2% |
| Participation rate | 31.6% | 55.1%-23.5pp | 73.8%-42.2pp | 60.3%-28.8pp |
| Annual return | 22.29% | 42.83%-20.5pp | 282.51%-260.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $41 | $2,160-98.1% | $2,721-98.5% | $2,241-98.2% |
| Participant deferral / active EE | $526 | $2,788-81.1% | $4,175-87.4% | $3,767-86.0% |
| Admin fee / account holder | $1,936 | $2,290-15.4% | $5,349-63.8% | $2,969-34.8% |