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 3-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 | $2,040 | $24,730-91.8% | $66,042-96.9% | $84,808-97.6% |
| Participation rate | 58.1% | 68.1%-10.0pp | 67.5%-9.4pp | 68.3%-10.2pp |
| Annual return | 19.58% | 79.55%-60.0pp | 52.11%-32.5pp | 40.90%-21.3pp |
| Employer contribution / active EE | $187 | $857-78.2% | $1,579-88.2% | $2,631-92.9% |
| Participant deferral / active EE | $1,056 | $1,737-39.2% | $2,835-62.7% | $4,212-74.9% |
| Admin fee / account holder | $1,215 | $3,014-59.7% | $5,747-78.9% | $7,344-83.5% |