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 | $57,723 | $99,079-41.7% | $77,999-26.0% | $273,961-78.9% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | 5.05% | 217.93%-212.9pp | 425.96%-420.9pp | 41.45%-36.4pp |
| Employer contribution / active EE | $289 | $3,308-91.3% | $2,470-88.3% | $4,869-94.1% |
| Participant deferral / active EE | $2,009 | $4,306-53.4% | $3,497-42.6% | $5,287-62.0% |
| Admin fee / account holder | $1,100 | $8,954-87.7% | $5,480-79.9% | $10,132-89.1% |