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 7-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 | $8,488 | $54,705-84.5% | $71,209-88.1% | $84,808-90.0% |
| Participation rate | 54.8% | 64.1%-9.3pp | 73.8%-19.0pp | 68.3%-13.5pp |
| Annual return | 14.71% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $146 | $2,158-93.2% | $2,721-94.6% | $2,631-94.4% |
| Participant deferral / active EE | $1,083 | $3,030-64.3% | $4,175-74.1% | $4,212-74.3% |
| Admin fee / account holder | $2,059 | $4,863-57.7% | $5,349-61.5% | $7,344-72.0% |