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 | $60,793 | $84,233-27.8% | $170,442-64.3% | $70,131-13.3% |
| Participation rate | 42.3% | 70.8%-28.6pp | 83.6%-41.3pp | 69.5%-27.3pp |
| Annual return | 13.90% | 23.06%-9.2pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $364 | $3,387-89.3% | $5,433-93.3% | $2,342-84.5% |
| Participant deferral / active EE | $1,236 | $3,086-59.9% | $4,939-75.0% | $3,332-62.9% |
| Admin fee / account holder | $1,202 | $5,698-78.9% | $13,880-91.3% | $4,645-74.1% |