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 | $29,110 | $124,319-76.6% | $111,297-73.8% | $167,490-82.6% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 22.04% | 37.44%-15.4pp | 54.65%-32.6pp | 478.56%-456.5pp |
| Employer contribution / active EE | $572 | $3,435-83.4% | $2,731-79.1% | $4,837-88.2% |
| Participant deferral / active EE | $2,434 | $5,180-53.0% | $4,487-45.8% | $6,341-61.6% |
| Admin fee / account holder | $811 | $10,618-92.4% | $7,964-89.8% | $12,309-93.4% |