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 | $38,685 | $85,202-54.6% | $172,739-77.6% | $72,985-47.0% |
| Participation rate | 17.2% | 70.1%-52.9pp | 82.6%-65.5pp | 69.5%-52.3pp |
| Annual return | 25.22% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $285 | $3,324-91.4% | $5,143-94.5% | $2,440-88.3% |
| Participant deferral / active EE | $1,093 | $3,260-66.5% | $5,198-79.0% | $3,607-69.7% |
| Admin fee / account holder | $474 | $5,884-91.9% | $13,954-96.6% | $5,124-90.7% |