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 | $29,051-78.7% | $52,425-88.2% | $67,986-90.9% |
| Participation rate | 8.0% | 30.4%-22.4pp | 55.6%-47.6pp | 57.2%-49.2pp |
| Annual return | 17.36% | 24.00%-6.6pp | 302.12%-284.8pp | 31.67%-14.3pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $230 | $873-73.7% | $1,790-87.2% | $3,358-93.2% |
| Admin fee / account holder | $1,112 | $2,113-47.3% | $2,495-55.4% | $3,203-65.3% |