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 | $24,009 | $47,105-49.0% | $68,368-64.9% | $67,986-64.7% |
| Participation rate | 31.3% | 51.8%-20.5pp | 73.8%-42.5pp | 57.2%-25.9pp |
| Annual return | 14.64% | 48.37%-33.7pp | 292.57%-277.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $155 | $1,859-91.7% | $2,649-94.2% | $2,019-92.3% |
| Participant deferral / active EE | $1,429 | $2,374-39.8% | $4,123-65.3% | $3,358-57.4% |
| Admin fee / account holder | $1,952 | $2,435-19.8% | $5,150-62.1% | $3,203-39.0% |