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 5-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 | $5,924 | $85,022-93.0% | $70,515-91.6% | $139,434-95.8% |
| Participation rate | 64.3% | 73.9%-9.6pp | 68.3%-4.1pp | 80.3%-16.0pp |
| Annual return | 19.48% | 30.38%-10.9pp | 32.77%-13.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $18 | $3,909-99.5% | $2,973-99.4% | $4,751-99.6% |
| Participant deferral / active EE | $2,258 | $5,890-61.7% | $4,567-50.6% | $6,710-66.4% |
| Admin fee / account holder | $913 | $8,906-89.8% | $6,412-85.8% | $11,403-92.0% |