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 | $70,091 | $115,708-39.4% | $65,255+7.4% | $139,434-49.7% |
| Participation rate | 40.9% | 67.8%-26.9pp | 65.0%-24.1pp | 80.3%-39.4pp |
| Annual return | 17.57% | 31.19%-13.6pp | 47.35%-29.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $81 | $2,599-96.9% | $1,691-95.2% | $4,751-98.3% |
| Participant deferral / active EE | $1,560 | $4,240-63.2% | $2,831-44.9% | $6,710-76.7% |
| Admin fee / account holder | $835 | $6,698-87.5% | $4,112-79.7% | $11,403-92.7% |