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 6-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 | $11,568 | $57,281-79.8% | $86,612-86.6% | $75,163-84.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 20.05% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.6pp |
| Employer contribution / active EE | $275 | $2,314-88.1% | $3,022-90.9% | $2,670-89.7% |
| Participant deferral / active EE | $1,014 | $3,318-69.4% | $4,438-77.1% | $4,125-75.4% |
| Admin fee / account holder | $534 | $4,112-87.0% | $5,614-90.5% | $5,651-90.5% |