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 | $13,295 | $54,705-75.7% | $71,209-81.3% | $84,808-84.3% |
| Participation rate | 44.2% | 64.1%-19.9pp | 73.8%-29.6pp | 68.3%-24.1pp |
| Annual return | 21.36% | 35.90%-14.5pp | 282.51%-261.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,969 | $3,030-2.0% | $4,175-28.9% | $4,212-29.5% |
| Admin fee / account holder | $816 | $4,863-83.2% | $5,349-84.7% | $7,344-88.9% |