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 | $59,891 | $87,733-31.7% | $106,548-43.8% | $85,850-30.2% |
| Participation rate | 44.6% | 71.9%-27.3pp | 76.1%-31.5pp | 69.3%-24.7pp |
| Annual return | 14.08% | 21.86%-7.8pp | 26.80%-12.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $161 | $2,073-92.2% | $2,819-94.3% | $2,565-93.7% |
| Participant deferral / active EE | $2,508 | $3,469-27.7% | $4,398-43.0% | $3,952-36.5% |
| Admin fee / account holder | $9,769 | $6,767+44.3% | $7,407+31.9% | $6,260+56.1% |