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 | $43,810 | $85,766-48.9% | $136,294-67.9% | $70,131-37.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 16.21% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $329 | $2,966-88.9% | $4,695-93.0% | $2,342-85.9% |
| Participant deferral / active EE | $2,159 | $5,051-57.3% | $6,247-65.4% | $3,332-35.2% |
| Admin fee / account holder | $436 | $5,420-92.0% | $9,243-95.3% | $4,645-90.6% |