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 7-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 | $29,161 | $51,576-43.5% | $129,207-77.4% | $80,856-63.9% |
| Participation rate | 36.6% | 57.0%-20.4pp | 69.6%-33.0pp | 67.6%-31.1pp |
| Annual return | 15.24% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $145 | $1,584-90.9% | $4,153-96.5% | $2,755-94.7% |
| Participant deferral / active EE | $936 | $2,669-64.9% | $4,168-77.6% | $4,296-78.2% |
| Admin fee / account holder | $3,056 | $4,305-29.0% | $7,715-60.4% | $6,918-55.8% |