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 | $19,227 | $29,548-34.9% | $56,411-65.9% | $77,643-75.2% |
| Participation rate | 15.8% | 32.7%-16.9pp | 52.5%-36.7pp | 70.6%-54.8pp |
| Annual return | 19.05% | 19.01%0pp | 1701.33%-1682.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $596 | $1,061-43.8% | $1,952-69.5% | $4,647-87.2% |
| Admin fee / account holder | $2,253 | $1,046+115.4% | $2,829-20.3% | $430+423.5% |