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 3-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 | $10,066 | $34,934-71.2% | $56,411-82.2% | $74,495-86.5% |
| Participation rate | 8.7% | 32.8%-24.1pp | 52.5%-43.8pp | 67.2%-58.5pp |
| Annual return | 17.40% | 25.94%-8.5pp | 1701.33%-1683.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $67 | $609-89.1% | $1,039-93.6% | $2,623-97.5% |
| Participant deferral / active EE | $488 | $1,170-58.3% | $1,952-75.0% | $4,346-88.8% |
| Admin fee / account holder | $1,682 | $2,364-28.8% | $2,829-40.5% | $1,942-13.4% |