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 | $31,681 | $56,053-43.5% | $75,972-58.3% | $80,856-60.8% |
| Participation rate | 34.1% | 62.0%-27.9pp | 69.1%-34.9pp | 67.6%-33.5pp |
| Annual return | 10.52% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $121 | $1,874-93.5% | $2,685-95.5% | $2,755-95.6% |
| Participant deferral / active EE | $2,135 | $3,052-30.0% | $4,255-49.8% | $4,296-50.3% |
| Admin fee / account holder | $7,514 | $5,234+43.6% | $6,467+16.2% | $6,918+8.6% |