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 | $16,401 | $51,638-68.2% | $68,368-76.0% | $82,448-80.1% |
| Participation rate | 35.1% | 63.6%-28.5pp | 73.8%-38.6pp | 68.1%-32.9pp |
| Annual return | 30.18% | 37.53%-7.4pp | 292.57%-262.4pp | 41.64%-11.5pp |
| Employer contribution / active EE | $193 | $2,047-90.6% | $2,649-92.7% | $2,551-92.4% |
| Participant deferral / active EE | $1,075 | $2,914-63.1% | $4,123-73.9% | $4,139-74.0% |
| Admin fee / account holder | $434 | $4,643-90.6% | $5,150-91.6% | $7,234-94.0% |