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 4-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 | $11,318 | $54,705-79.3% | $71,209-84.1% | $84,808-86.7% |
| Participation rate | 22.4% | 64.1%-41.7pp | 73.8%-51.4pp | 68.3%-45.9pp |
| Annual return | 86.99% | 35.90%+51.1pp | 282.51%-195.5pp | 40.90%+46.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $889 | $3,030-70.7% | $4,175-78.7% | $4,212-78.9% |
| Admin fee / account holder | $417 | $4,863-91.4% | $5,349-92.2% | $7,344-94.3% |