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 | $48,226 | $48,046+0.4% | $84,611-43.0% | $72,985-33.9% |
| Participation rate | 9.4% | 57.6%-48.2pp | 68.2%-58.9pp | 69.5%-60.1pp |
| Annual return | 20.55% | 37.38%-16.8pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $201 | $1,602-87.5% | $2,652-92.4% | $2,440-91.8% |
| Participant deferral / active EE | $884 | $2,680-67.0% | $3,899-77.3% | $3,607-75.5% |
| Admin fee / account holder | $797 | $3,395-76.5% | $4,912-83.8% | $5,124-84.5% |