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 | $37,223 | $86,286-56.9% | $111,297-66.6% | $85,850-56.6% |
| Participation rate | 44.8% | 73.3%-28.6pp | 77.3%-32.5pp | 69.3%-24.5pp |
| Annual return | 13.12% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $178 | $2,043-91.3% | $2,731-93.5% | $2,565-93.1% |
| Participant deferral / active EE | $2,103 | $3,641-42.2% | $4,487-53.1% | $3,952-46.8% |
| Admin fee / account holder | $5,722 | $8,188-30.1% | $7,964-28.2% | $6,260-8.6% |