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 | $48,329 | $35,986+34.3% | $77,482-37.6% | $73,488-34.2% |
| Participation rate | 5.0% | 40.8%-35.8pp | 54.2%-49.2pp | 70.7%-65.7pp |
| Annual return | 15.14% | 19.26%-4.1pp | 54.79%-39.6pp | 28.51%-13.4pp |
| Employer contribution / active EE | $56 | $557-90.0% | $986-94.4% | $2,270-97.5% |
| Participant deferral / active EE | $444 | $1,198-63.0% | $1,861-76.2% | $3,740-88.1% |
| Admin fee / account holder | $792 | $466+70.1% | $2,858-72.3% | $513+54.4% |