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 6-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 | $24,609 | $51,175-51.9% | $70,515-65.1% | $75,163-67.3% |
| Participation rate | 38.1% | 60.9%-22.8pp | 68.3%-30.3pp | 67.2%-29.1pp |
| Annual return | 15.60% | 30.02%-14.4pp | 32.77%-17.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $145 | $1,826-92.1% | $2,973-95.1% | $2,670-94.6% |
| Participant deferral / active EE | $2,177 | $2,849-23.6% | $4,567-52.3% | $4,125-47.2% |
| Admin fee / account holder | $2,095 | $4,091-48.8% | $6,412-67.3% | $5,651-62.9% |