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 | $32,173 | $91,190-64.7% | $178,490-82.0% | $79,858-59.7% |
| Participation rate | 45.7% | 69.2%-23.5pp | 81.9%-36.2pp | 69.6%-24.0pp |
| Annual return | 14.57% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $111 | $3,256-96.6% | $5,011-97.8% | $2,471-95.5% |
| Participant deferral / active EE | $1,933 | $3,236-40.3% | $5,202-62.8% | $3,740-48.3% |
| Admin fee / account holder | $2,539 | $6,751-62.4% | $13,984-81.8% | $5,306-52.2% |