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 | $34,422 | $54,193-36.5% | $93,606-63.2% | $77,643-55.7% |
| Participation rate | 26.8% | 63.9%-37.1pp | 68.7%-41.9pp | 70.6%-43.8pp |
| Annual return | 12.01% | 30.54%-18.5pp | 133.20%-121.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $252 | $1,168-78.4% | $2,420-89.6% | $2,726-90.7% |
| Participant deferral / active EE | $2,068 | $3,144-34.2% | $4,411-53.1% | $4,647-55.5% |
| Admin fee / account holder | $5,729 | $576+895.4% | $8,285-30.8% | $430+1231.1% |