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 | $35,270 | $228,332-84.6% | $185,823-81.0% | $158,922-77.8% |
| Participation rate | 41.2% | 82.3%-41.1pp | 78.0%-36.9pp | 82.0%-40.8pp |
| Annual return | 9.30% | 40.80%-31.5pp | 35.95%-26.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $125 | $4,967-97.5% | $4,087-96.9% | $4,761-97.4% |
| Participant deferral / active EE | $2,503 | $6,415-61.0% | $5,632-55.6% | $5,982-58.2% |
| Admin fee / account holder | $1,632 | $11,864-86.2% | $9,500-82.8% | $11,246-85.5% |