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 | $60,378 | $81,208-25.7% | $98,907-39.0% | $79,858-24.4% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 12.84% | 60.99%-48.2pp | 196.43%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $67 | $1,960-96.6% | $2,689-97.5% | $2,471-97.3% |
| Participant deferral / active EE | $1,759 | $3,265-46.1% | $4,244-58.5% | $3,740-53.0% |
| Admin fee / account holder | $6,591 | $6,013+9.6% | $6,642-0.8% | $5,306+24.2% |