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 | $95,880-48.2% | $107,525-53.8% | $85,563-42.0% |
| Participation rate | 26.0% | 70.1%-44.1pp | 75.1%-49.1pp | 66.0%-40.0pp |
| Annual return | 12.56% | 68.06%-55.5pp | 181.32%-168.8pp | 31.51%-19.0pp |
| Employer contribution / active EE | $338 | $3,812-91.1% | $3,754-91.0% | $2,654-87.3% |
| Participant deferral / active EE | $1,755 | $4,201-58.2% | $5,116-65.7% | $4,375-59.9% |
| Admin fee / account holder | $1,548 | $1,025+51.0% | $8,919-82.6% | $834+85.6% |