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 | $41,005 | $152,587-73.1% | $125,175-67.2% | $152,861-73.2% |
| Participation rate | 30.0% | 83.3%-53.3pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 28.53% | 54.84%-26.3pp | 43.79%-15.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $711 | $4,946-85.6% | $3,865-81.6% | $4,762-85.1% |
| Participant deferral / active EE | $2,209 | $5,868-62.4% | $4,937-55.3% | $5,850-62.2% |
| Admin fee / account holder | $1,134 | $13,434-91.6% | $9,702-88.3% | $11,596-90.2% |