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 8-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 | $10,392 | $46,553-77.7% | $64,056-83.8% | $75,163-86.2% |
| Participation rate | 53.3% | 65.9%-12.6pp | 72.3%-19.0pp | 67.2%-13.9pp |
| Annual return | 15.76% | 26.03%-10.3pp | 33.69%-17.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $262 | $1,974-86.7% | $2,747-90.5% | $2,670-90.2% |
| Participant deferral / active EE | $1,132 | $2,837-60.1% | $3,880-70.8% | $4,125-72.5% |
| Admin fee / account holder | $415 | $2,952-85.9% | $3,068-86.5% | $5,651-92.7% |