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 | $32,657 | $80,717-59.5% | $154,803-78.9% | $84,808-61.5% |
| Participation rate | 31.3% | 66.8%-35.5pp | 78.1%-46.7pp | 68.3%-37.0pp |
| Annual return | 20.39% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $91 | $2,761-96.7% | $4,305-97.9% | $2,631-96.5% |
| Participant deferral / active EE | $1,118 | $3,303-66.1% | $5,540-79.8% | $4,212-73.4% |
| Admin fee / account holder | $5,211 | $6,746-22.8% | $14,329-63.6% | $7,344-29.0% |