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 | $21,540 | $48,795-55.9% | $65,493-67.1% | $84,808-74.6% |
| Participation rate | 25.4% | 67.0%-41.6pp | 73.1%-47.7pp | 68.3%-42.9pp |
| Annual return | 13.00% | 20.20%-7.2pp | 982.45%-969.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $217 | $1,930-88.7% | $2,574-91.6% | $2,631-91.7% |
| Participant deferral / active EE | $870 | $2,928-70.3% | $3,961-78.0% | $4,212-79.3% |
| Admin fee / account holder | $1,286 | $3,877-66.8% | $5,028-74.4% | $7,344-82.5% |