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 | $42,697 | $77,634-45.0% | $156,549-72.7% | $62,891-32.1% |
| Participation rate | 22.2% | 71.2%-49.0pp | 84.0%-61.8pp | 69.3%-47.1pp |
| Annual return | 11.66% | 50.32%-38.7pp | 32.23%-20.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $232 | $3,444-93.3% | $5,501-95.8% | $2,281-89.8% |
| Participant deferral / active EE | $898 | $3,045-70.5% | $4,871-81.6% | $3,203-71.9% |
| Admin fee / account holder | $3,303 | $5,561-40.6% | $13,027-74.6% | $4,296-23.1% |