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 | $13,784 | $44,960-69.3% | $84,966-83.8% | $74,495-81.5% |
| Participation rate | 21.7% | 49.4%-27.7pp | 67.5%-45.8pp | 67.2%-45.5pp |
| Annual return | 17.26% | 26.24%-9.0pp | 66.38%-49.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $161 | $1,457-88.9% | $2,727-94.1% | $2,623-93.8% |
| Participant deferral / active EE | $1,039 | $2,731-62.0% | $4,519-77.0% | $4,346-76.1% |
| Admin fee / account holder | $1,435 | $2,209-35.0% | $6,149-76.7% | $1,942-26.1% |