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 | $49,630 | $92,224-46.2% | $105,223-52.8% | $79,634-37.7% |
| Participation rate | 26.0% | 69.2%-43.1pp | 75.0%-49.0pp | 62.5%-36.5pp |
| Annual return | 12.56% | 88.65%-76.1pp | 180.65%-168.1pp | 36.46%-23.9pp |
| Employer contribution / active EE | $338 | $3,965-91.5% | $3,689-90.8% | $2,529-86.6% |
| Participant deferral / active EE | $1,755 | $3,834-54.2% | $5,072-65.4% | $3,835-54.2% |
| Admin fee / account holder | $1,548 | $1,121+38.2% | $8,859-82.5% | $1,002+54.5% |