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 | $30,884 | $84,233-63.3% | $170,442-81.9% | $70,131-56.0% |
| Participation rate | 35.6% | 70.8%-35.2pp | 83.6%-48.0pp | 69.5%-33.9pp |
| Annual return | 19.91% | 23.06%-3.2pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,111 | $3,086-31.6% | $4,939-57.3% | $3,332-36.6% |
| Admin fee / account holder | $1,821 | $5,698-68.0% | $13,880-86.9% | $4,645-60.8% |