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 | $30,916 | $77,634-60.2% | $156,549-80.3% | $62,891-50.8% |
| Participation rate | 46.2% | 71.2%-25.0pp | 84.0%-37.9pp | 69.3%-23.2pp |
| Annual return | 8.84% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $325 | $3,444-90.6% | $5,501-94.1% | $2,281-85.7% |
| Participant deferral / active EE | $2,162 | $3,045-29.0% | $4,871-55.6% | $3,203-32.5% |
| Admin fee / account holder | $1,058 | $5,561-81.0% | $13,027-91.9% | $4,296-75.4% |