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 | $23,569 | $114,381-79.4% | $107,525-78.1% | $142,382-83.4% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.1%-45.7pp | 80.1%-50.7pp |
| Annual return | 19.58% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $775 | $4,015-80.7% | $3,754-79.4% | $4,299-82.0% |
| Participant deferral / active EE | $2,110 | $5,564-62.1% | $5,116-58.8% | $6,507-67.6% |
| Admin fee / account holder | $522 | $9,860-94.7% | $8,919-94.1% | $12,624-95.9% |