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 | $41,571 | $83,337-50.1% | $67,834-38.7% | $273,961-84.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 9.89% | 259.45%-249.6pp | 138.47%-128.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $251 | $3,287-92.4% | $2,403-89.6% | $4,869-94.8% |
| Participant deferral / active EE | $1,292 | $4,088-68.4% | $3,160-59.1% | $5,287-75.6% |
| Admin fee / account holder | $1,392 | $6,752-79.4% | $4,622-69.9% | $10,132-86.3% |