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 | $35,936 | $227,553-84.2% | $189,557-81.0% | $167,490-78.5% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 10.88% | 78.40%-67.5pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $566 | $5,316-89.4% | $4,412-87.2% | $4,837-88.3% |
| Participant deferral / active EE | $4,276 | $7,002-38.9% | $6,174-30.7% | $6,341-32.6% |
| Admin fee / account holder | $7,495 | $11,878-36.9% | $9,807-23.6% | $12,309-39.1% |