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 | $38,694 | $53,127-27.2% | $86,590-55.3% | $70,131-44.8% |
| Participation rate | 35.3% | 65.3%-30.0pp | 73.5%-38.3pp | 69.5%-34.2pp |
| Annual return | 12.59% | 27.66%-15.1pp | 964.84%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $113 | $2,068-94.5% | $2,839-96.0% | $2,342-95.2% |
| Participant deferral / active EE | $1,166 | $2,696-56.7% | $3,609-67.7% | $3,332-65.0% |
| Admin fee / account holder | $564 | $3,585-84.3% | $4,906-88.5% | $4,645-87.9% |