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 | $35,579 | $80,717-55.9% | $154,803-77.0% | $84,808-58.0% |
| Participation rate | 37.3% | 66.8%-29.5pp | 78.1%-40.7pp | 68.3%-31.0pp |
| Annual return | 17.68% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $218 | $2,761-92.1% | $4,305-94.9% | $2,631-91.7% |
| Participant deferral / active EE | $950 | $3,303-71.2% | $5,540-82.8% | $4,212-77.4% |
| Admin fee / account holder | $2,746 | $6,746-59.3% | $14,329-80.8% | $7,344-62.6% |