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 10-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 | $12,798 | $77,899-83.6% | $149,673-91.4% | $75,163-83.0% |
| Participation rate | 25.8% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 19.98% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $101 | $3,137-96.8% | $4,818-97.9% | $2,670-96.2% |
| Participant deferral / active EE | $1,033 | $3,411-69.7% | $5,680-81.8% | $4,125-75.0% |
| Admin fee / account holder | $372 | $5,956-93.8% | $13,210-97.2% | $5,651-93.4% |