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 | $6,185 | $31,310-80.2% | $53,898-88.5% | $74,304-91.7% |
| Participation rate | 8.0% | 30.7%-22.7pp | 55.0%-47.0pp | 60.3%-52.3pp |
| Annual return | 17.36% | 23.16%-5.8pp | 528.60%-511.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $230 | $934-75.4% | $1,826-87.4% | $3,767-93.9% |
| Admin fee / account holder | $1,112 | $2,175-48.9% | $2,491-55.3% | $2,969-62.5% |