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 | $29,264 | $61,272-52.2% | $149,673-80.4% | $71,457-59.0% |
| Participation rate | 38.1% | 62.5%-24.4pp | 78.8%-40.7pp | 67.9%-29.8pp |
| Annual return | 18.57% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $237 | $2,378-90.1% | $4,818-95.1% | $2,588-90.9% |
| Participant deferral / active EE | $1,745 | $2,917-40.2% | $5,680-69.3% | $4,289-59.3% |
| Admin fee / account holder | $3,200 | $1,261+153.7% | $13,210-75.8% | $1,587+101.6% |