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 | $3,128 | $20,316-84.6% | $66,042-95.3% | $74,304-95.8% |
| Participation rate | 62.2% | 62.8%-0.5pp | 67.5%-5.3pp | 60.3%+1.9pp |
| Annual return | 22.98% | 28.10%-5.1pp | 52.11%-29.1pp | 29.43%-6.5pp |
| Employer contribution / active EE | $187 | $745-74.9% | $1,579-88.2% | $2,241-91.7% |
| Participant deferral / active EE | $1,151 | $1,615-28.8% | $2,835-59.4% | $3,767-69.5% |
| Admin fee / account holder | $926 | $1,668-44.5% | $5,747-83.9% | $2,969-68.8% |