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 3-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 | $6,765 | $76,407-91.1% | $150,298-95.5% | $82,448-91.8% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 66.49% | 39.99%+26.5pp | 62.79%+3.7pp | 41.64%+24.9pp |
| Employer contribution / active EE | $158 | $2,614-94.0% | $4,154-96.2% | $2,551-93.8% |
| Participant deferral / active EE | $1,659 | $3,214-48.4% | $5,453-69.6% | $4,139-59.9% |
| Admin fee / account holder | $463 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |