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 4-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 | $25,039 | $70,756-64.6% | $65,493-61.8% | $142,382-82.4% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 16.84% | 1754.89%-1738.1pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $135 | $2,881-95.3% | $2,574-94.8% | $4,299-96.9% |
| Participant deferral / active EE | $1,149 | $4,637-75.2% | $3,961-71.0% | $6,507-82.3% |
| Admin fee / account holder | $2,315 | $6,559-64.7% | $5,028-54.0% | $12,624-81.7% |