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 | $23,589 | $48,795-51.7% | $65,493-64.0% | $84,808-72.2% |
| Participation rate | 35.5% | 67.0%-31.5pp | 73.1%-37.6pp | 68.3%-32.8pp |
| Annual return | 16.80% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $160 | $1,930-91.7% | $2,574-93.8% | $2,631-93.9% |
| Participant deferral / active EE | $1,173 | $2,928-59.9% | $3,961-70.4% | $4,212-72.1% |
| Admin fee / account holder | $1,005 | $3,877-74.1% | $5,028-80.0% | $7,344-86.3% |