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 | $45,456 | $70,669-35.7% | $169,368-73.2% | $75,163-39.5% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.1%-32.0pp | 67.2%-22.0pp |
| Annual return | 21.79% | 36.36%-14.6pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $290 | $2,211-86.9% | $4,013-92.8% | $2,670-89.1% |
| Participant deferral / active EE | $1,967 | $4,311-54.4% | $6,221-68.4% | $4,125-52.3% |
| Admin fee / account holder | $2,646 | $5,402-51.0% | $9,003-70.6% | $5,651-53.2% |