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 10-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 | $10,727 | $64,839-83.5% | $95,585-88.8% | $84,808-87.4% |
| Participation rate | 36.8% | 63.8%-27.1pp | 72.1%-35.3pp | 68.3%-31.5pp |
| Annual return | 38.65% | -670.96%+709.6pp | 38.56%+0.1pp | 40.90%-2.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,582 | $2,965-46.6% | $4,023-60.7% | $4,212-62.4% |
| Admin fee / account holder | $718 | $5,964-88.0% | $6,127-88.3% | $7,344-90.2% |