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 6-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 | $27,263 | $69,207-60.6% | $64,056-57.4% | $139,434-80.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.56% | 45.88%-35.3pp | 33.69%-23.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $41 | $3,182-98.7% | $2,747-98.5% | $4,751-99.1% |
| Participant deferral / active EE | $3,263 | $4,682-30.3% | $3,880-15.9% | $6,710-51.4% |
| Admin fee / account holder | $648 | $4,244-84.7% | $3,068-78.9% | $11,403-94.3% |