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 | $39,672 | $98,750-59.8% | $149,696-73.5% | $79,858-50.3% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.5%-39.1pp | 69.6%-26.3pp |
| Annual return | 29.35% | 27.43%+1.9pp | 276.60%-247.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,224 | $5,680+9.6% | $6,842-9.0% | $3,740+66.4% |
| Admin fee / account holder | $459 | $6,053-92.4% | $9,309-95.1% | $5,306-91.4% |