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 | $31,271 | $91,037-65.7% | $71,671-56.4% | $147,584-78.8% |
| Participation rate | 20.0% | 76.1%-56.1pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | 17.58% | 20.48%-2.9pp | 20.65%-3.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $300 | $3,327-91.0% | $2,460-87.8% | $4,876-93.8% |
| Participant deferral / active EE | $4,172 | $4,498-7.2% | $3,438+21.4% | $5,439-23.3% |
| Admin fee / account holder | $4,102 | $8,613-52.4% | $5,558-26.2% | $10,885-62.3% |