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 | $41,594 | $81,248-48.8% | $155,509-73.3% | $80,856-48.6% |
| Participation rate | 45.9% | 66.2%-20.3pp | 78.2%-32.2pp | 67.6%-21.7pp |
| Annual return | 16.51% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $253 | $3,100-91.8% | $4,672-94.6% | $2,755-90.8% |
| Participant deferral / active EE | $2,361 | $3,452-31.6% | $5,626-58.0% | $4,296-45.0% |
| Admin fee / account holder | $1,128 | $7,997-85.9% | $15,912-92.9% | $6,918-83.7% |