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 | $30,948 | $93,571-66.9% | $135,903-77.2% | $75,163-58.8% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 19.52% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $442 | $3,537-87.5% | $4,856-90.9% | $2,670-83.4% |
| Participant deferral / active EE | $4,796 | $6,404-25.1% | $7,758-38.2% | $4,125+16.3% |
| Admin fee / account holder | $1,990 | $6,975-71.5% | $10,762-81.5% | $5,651-64.8% |