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 | $63,739 | $105,931-39.8% | $81,930-22.2% | $158,922-59.9% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.0%-49.8pp | 82.0%-59.7pp |
| Annual return | 11.21% | 38.17%-27.0pp | 29.49%-18.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $93 | $7,800-98.8% | $4,310-97.8% | $4,761-98.1% |
| Participant deferral / active EE | $997 | $13,003-92.3% | $7,107-86.0% | $5,982-83.3% |
| Admin fee / account holder | $4,370 | $8,489-48.5% | $5,158-15.3% | $11,246-61.1% |