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 | $29,465 | $162,781-81.9% | $133,956-78.0% | $158,922-81.5% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 13.30% | 41.94%-28.6pp | 45.09%-31.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $270 | $4,975-94.6% | $3,919-93.1% | $4,761-94.3% |
| Participant deferral / active EE | $2,011 | $5,911-66.0% | $5,048-60.2% | $5,982-66.4% |
| Admin fee / account holder | $3,776 | $11,736-67.8% | $8,927-57.7% | $11,246-66.4% |