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 10-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 | $45,174 | $89,355-49.4% | $141,162-68.0% | $72,985-38.1% |
| Participation rate | 42.3% | 75.1%-32.8pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 24.05% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $95 | $3,114-97.0% | $4,735-98.0% | $2,440-96.1% |
| Participant deferral / active EE | $2,602 | $5,418-52.0% | $6,709-61.2% | $3,607-27.9% |
| Admin fee / account holder | $5,960 | $5,9580% | $10,261-41.9% | $5,124+16.3% |