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 | $11,330 | $50,082-77.4% | $93,406-87.9% | $79,858-85.8% |
| Participation rate | 12.1% | 60.9%-48.8pp | 66.8%-54.7pp | 69.6%-57.5pp |
| Annual return | 17.08% | 24.59%-7.5pp | 78.05%-61.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $83 | $1,303-93.6% | $2,075-96.0% | $2,471-96.6% |
| Participant deferral / active EE | $811 | $2,212-63.4% | $3,126-74.1% | $3,740-78.3% |
| Admin fee / account holder | $364 | $3,454-89.5% | $5,230-93.0% | $5,306-93.1% |