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 | $39,174 | $79,449-50.7% | $189,557-79.3% | $85,850-54.4% |
| Participation rate | 57.4% | 66.0%-8.6pp | 78.4%-21.0pp | 69.3%-11.9pp |
| Annual return | 18.30% | 18.45%-0.1pp | 64.17%-45.9pp | 318.53%-300.2pp |
| Employer contribution / active EE | $342 | $2,081-83.6% | $4,412-92.2% | $2,565-86.7% |
| Participant deferral / active EE | $1,843 | $4,051-54.5% | $6,174-70.1% | $3,952-53.4% |
| Admin fee / account holder | $2,258 | $5,377-58.0% | $9,807-77.0% | $6,260-63.9% |