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 5-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 | $21,577 | $58,208-62.9% | $81,812-73.6% | $80,856-73.3% |
| Participation rate | 22.1% | 63.4%-41.4pp | 72.3%-50.3pp | 67.6%-45.6pp |
| Annual return | 11.75% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,156 | $3,281-64.8% | $4,319-73.2% | $4,296-73.1% |
| Admin fee / account holder | $987 | $4,981-80.2% | $7,386-86.6% | $6,918-85.7% |