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 7-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 | $17,004 | $55,415-69.3% | $155,509-89.1% | $74,495-77.2% |
| Participation rate | 33.5% | 61.9%-28.4pp | 78.2%-44.7pp | 67.2%-33.7pp |
| Annual return | 14.94% | 268.50%-253.6pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $138 | $2,267-93.9% | $4,672-97.0% | $2,623-94.7% |
| Participant deferral / active EE | $1,156 | $2,836-59.2% | $5,626-79.5% | $4,346-73.4% |
| Admin fee / account holder | $805 | $1,738-53.7% | $15,912-94.9% | $1,942-58.6% |