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 | $35,294 | $71,192-50.4% | $117,854-70.1% | $62,292-43.3% |
| Participation rate | 64.5% | 74.2%-9.7pp | 79.7%-15.2pp | 69.5%-5.0pp |
| Annual return | 29.45% | 18.66%+10.8pp | 335.08%-305.6pp | 28.90%+0.6pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,811 | $3,189-11.9% | $4,482-37.3% | $3,169-11.3% |
| Admin fee / account holder | $522 | $587-11.2% | $8,020-93.5% | $479+8.8% |