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 | $7,014 | $58,208-88.0% | $81,812-91.4% | $80,856-91.3% |
| Participation rate | 44.1% | 63.4%-19.3pp | 72.3%-28.2pp | 67.6%-23.5pp |
| Annual return | 13.27% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,823 | $3,281-44.4% | $4,319-57.8% | $4,296-57.6% |
| Admin fee / account holder | $1,692 | $4,981-66.0% | $7,386-77.1% | $6,918-75.5% |