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 | $9,995 | $77,899-87.2% | $149,673-93.3% | $75,163-86.7% |
| Participation rate | 48.8% | 65.6%-16.7pp | 78.8%-29.9pp | 67.2%-18.4pp |
| Annual return | 24.88% | 31.72%-6.8pp | 134.42%-109.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $363 | $3,137-88.4% | $4,818-92.5% | $2,670-86.4% |
| Participant deferral / active EE | $1,941 | $3,411-43.1% | $5,680-65.8% | $4,125-52.9% |
| Admin fee / account holder | $1,050 | $5,956-82.4% | $13,210-92.1% | $5,651-81.4% |