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 | $63,661 | $94,625-32.7% | $116,228-45.2% | $84,808-24.9% |
| Participation rate | 41.3% | 70.4%-29.1pp | 74.6%-33.2pp | 68.3%-27.0pp |
| Annual return | 15.09% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $318 | $2,347-86.4% | $2,994-89.4% | $2,631-87.9% |
| Participant deferral / active EE | $2,738 | $3,972-31.1% | $4,953-44.7% | $4,212-35.0% |
| Admin fee / account holder | $2,127 | $10,091-78.9% | $11,989-82.3% | $7,344-71.0% |