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 | $17,886 | $114,381-84.4% | $107,525-83.4% | $142,382-87.4% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 15.11% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $752 | $4,015-81.3% | $3,754-80.0% | $4,299-82.5% |
| Participant deferral / active EE | $3,068 | $5,564-44.9% | $5,116-40.0% | $6,507-52.9% |
| Admin fee / account holder | $3,759 | $9,860-61.9% | $8,919-57.9% | $12,624-70.2% |