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 | $36,471 | $86,286-57.7% | $111,297-67.2% | $85,850-57.5% |
| Participation rate | 62.4% | 73.3%-11.0pp | 77.3%-15.0pp | 69.3%-7.0pp |
| Annual return | 26.56% | 19.99%+6.6pp | 54.65%-28.1pp | 318.53%-292.0pp |
| Employer contribution / active EE | $337 | $2,043-83.5% | $2,731-87.7% | $2,565-86.9% |
| Participant deferral / active EE | $1,716 | $3,641-52.9% | $4,487-61.8% | $3,952-56.6% |
| Admin fee / account holder | $2,855 | $8,188-65.1% | $7,964-64.2% | $6,260-54.4% |