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 9-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 | $26,348 | $149,734-82.4% | $118,925-77.8% | $158,922-83.4% |
| Participation rate | 17.6% | 82.1%-64.4pp | 75.4%-57.7pp | 82.0%-64.3pp |
| Annual return | 7.86% | 19.95%-12.1pp | 35.88%-28.0pp | 302.83%-295.0pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,793 | $5,223-27.4% | $4,265-11.1% | $5,982-36.6% |
| Admin fee / account holder | $11,611 | $8,603+35.0% | $6,581+76.5% | $11,246+3.3% |