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 | $22,063 | $56,317-60.8% | $71,209-69.0% | $74,304-70.3% |
| Participation rate | 18.5% | 55.1%-36.6pp | 73.8%-55.3pp | 60.3%-41.9pp |
| Annual return | 16.11% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $233 | $2,160-89.2% | $2,721-91.4% | $2,241-89.6% |
| Participant deferral / active EE | $655 | $2,788-76.5% | $4,175-84.3% | $3,767-82.6% |
| Admin fee / account holder | $1,255 | $2,290-45.2% | $5,349-76.5% | $2,969-57.7% |