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 4-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 | $18,130 | $56,317-67.8% | $71,209-74.5% | $74,304-75.6% |
| Participation rate | 28.9% | 55.1%-26.2pp | 73.8%-44.9pp | 60.3%-31.5pp |
| Annual return | 18.04% | 42.83%-24.8pp | 282.51%-264.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $189 | $2,160-91.3% | $2,721-93.1% | $2,241-91.6% |
| Participant deferral / active EE | $873 | $2,788-68.7% | $4,175-79.1% | $3,767-76.8% |
| Admin fee / account holder | $1,305 | $2,290-43.0% | $5,349-75.6% | $2,969-56.0% |