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 | $2,388 | $22,587-89.4% | $65,255-96.3% | $75,163-96.8% |
| Participation rate | 36.0% | 63.1%-27.1pp | 65.0%-29.0pp | 67.2%-31.2pp |
| Annual return | 66.24% | 71.03%-4.8pp | 47.35%+18.9pp | 160.62%-94.4pp |
| Employer contribution / active EE | $116 | $941-87.6% | $1,691-93.1% | $2,670-95.6% |
| Participant deferral / active EE | $951 | $1,695-43.9% | $2,831-66.4% | $4,125-76.9% |
| Admin fee / account holder | $731 | $1,876-61.1% | $4,112-82.2% | $5,651-87.1% |