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 | $12,590 | $60,022-79.0% | $88,946-85.8% | $84,808-85.2% |
| Participation rate | 39.0% | 57.8%-18.8pp | 68.8%-29.8pp | 68.3%-29.3pp |
| Annual return | 21.06% | 22.43%-1.4pp | 57.82%-36.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,220 | $3,114-60.8% | $4,581-73.4% | $4,212-71.0% |
| Admin fee / account holder | $1,916 | $4,811-60.2% | $8,261-76.8% | $7,344-73.9% |