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 | $52,062 | $58,264-10.6% | $86,612-39.9% | $71,457-27.1% |
| Participation rate | 36.8% | 65.0%-28.2pp | 71.7%-34.9pp | 67.9%-31.1pp |
| Annual return | 17.50% | 21.63%-4.1pp | 591.07%-573.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $249 | $2,574-90.3% | $3,022-91.8% | $2,588-90.4% |
| Participant deferral / active EE | $1,228 | $3,436-64.3% | $4,438-72.3% | $4,289-71.4% |
| Admin fee / account holder | $1,016 | $1,057-3.8% | $5,614-81.9% | $1,587-36.0% |