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 | $41,676 | $154,117-73.0% | $129,995-67.9% | $139,434-70.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 30.16% | 32.48%-2.3pp | -137.18%+167.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $516 | $5,289-90.2% | $4,320-88.1% | $4,751-89.1% |
| Participant deferral / active EE | $2,257 | $6,710-66.4% | $5,820-61.2% | $6,710-66.4% |
| Admin fee / account holder | $1,665 | $14,007-88.1% | $10,614-84.3% | $11,403-85.4% |