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 | $24,918 | $77,899-68.0% | $149,673-83.4% | $75,163-66.8% |
| Participation rate | 39.3% | 65.6%-26.3pp | 78.8%-39.5pp | 67.2%-27.9pp |
| Annual return | 20.78% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $296 | $3,137-90.6% | $4,818-93.8% | $2,670-88.9% |
| Participant deferral / active EE | $4,094 | $3,411+20.0% | $5,680-27.9% | $4,125-0.8% |
| Admin fee / account holder | $764 | $5,956-87.2% | $13,210-94.2% | $5,651-86.5% |