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 | $49,501 | $91,037-45.6% | $71,671-30.9% | $147,584-66.5% |
| Participation rate | 37.5% | 76.1%-38.6pp | 68.7%-31.2pp | 82.8%-45.3pp |
| Annual return | 17.69% | 20.48%-2.8pp | 20.65%-3.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $155 | $3,327-95.3% | $2,460-93.7% | $4,876-96.8% |
| Participant deferral / active EE | $1,825 | $4,498-59.4% | $3,438-46.9% | $5,439-66.4% |
| Admin fee / account holder | $777 | $8,613-91.0% | $5,558-86.0% | $10,885-92.9% |