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 | $8,379 | $30,588-72.6% | $53,898-84.5% | $85,563-90.2% |
| Participation rate | 11.8% | 26.3%-14.5pp | 55.0%-43.1pp | 66.0%-54.1pp |
| Annual return | 15.68% | 50.42%-34.7pp | 528.60%-512.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $18 | $436-96.0% | $932-98.1% | $2,654-99.3% |
| Participant deferral / active EE | $292 | $848-65.5% | $1,826-84.0% | $4,375-93.3% |
| Admin fee / account holder | $1,079 | $1,879-42.6% | $2,491-56.7% | $834+29.4% |