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 | $36,248 | $77,899-53.5% | $149,673-75.8% | $75,163-51.8% |
| Participation rate | 47.2% | 65.6%-18.4pp | 78.8%-31.5pp | 67.2%-20.0pp |
| Annual return | 21.91% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $192 | $3,137-93.9% | $4,818-96.0% | $2,670-92.8% |
| Participant deferral / active EE | $1,823 | $3,411-46.6% | $5,680-67.9% | $4,125-55.8% |
| Admin fee / account holder | $1,135 | $5,956-80.9% | $13,210-91.4% | $5,651-79.9% |