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 | $45,649 | $81,208-43.8% | $98,907-53.8% | $79,858-42.8% |
| Participation rate | 66.0% | 72.5%-6.5pp | 76.0%-10.0pp | 69.6%-3.6pp |
| Annual return | 11.36% | 60.99%-49.6pp | 196.43%-185.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $320 | $1,960-83.7% | $2,689-88.1% | $2,471-87.1% |
| Participant deferral / active EE | $1,766 | $3,265-45.9% | $4,244-58.4% | $3,740-52.8% |
| Admin fee / account holder | $9,407 | $6,013+56.5% | $6,642+41.6% | $5,306+77.3% |