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 | $34,095 | $86,286-60.5% | $111,297-69.4% | $85,850-60.3% |
| Participation rate | 52.9% | 73.3%-20.4pp | 77.3%-24.4pp | 69.3%-16.4pp |
| Annual return | 12.66% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $438 | $2,043-78.6% | $2,731-84.0% | $2,565-82.9% |
| Participant deferral / active EE | $2,664 | $3,641-26.8% | $4,487-40.6% | $3,952-32.6% |
| Admin fee / account holder | $2,427 | $8,188-70.4% | $7,964-69.5% | $6,260-61.2% |