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 | $23,879 | $177,572-86.6% | $154,803-84.6% | $142,382-83.2% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.1%-23.9pp | 80.1%-26.0pp |
| Annual return | 17.21% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $766 | $4,810-84.1% | $4,305-82.2% | $4,299-82.2% |
| Participant deferral / active EE | $1,969 | $6,272-68.6% | $5,540-64.5% | $6,507-69.7% |
| Admin fee / account holder | $2,145 | $16,786-87.2% | $14,329-85.0% | $12,624-83.0% |