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 | $32,003 | $91,037-64.8% | $71,671-55.3% | $147,584-78.3% |
| Participation rate | 21.1% | 76.1%-55.1pp | 68.7%-47.7pp | 82.8%-61.8pp |
| Annual return | 23.52% | 20.48%+3.0pp | 20.65%+2.9pp | 578.55%-555.0pp |
| Employer contribution / active EE | $397 | $3,327-88.1% | $2,460-83.9% | $4,876-91.9% |
| Participant deferral / active EE | $1,412 | $4,498-68.6% | $3,438-58.9% | $5,439-74.0% |
| Admin fee / account holder | $440 | $8,613-94.9% | $5,558-92.1% | $10,885-96.0% |