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 | $38,633 | $86,286-55.2% | $111,297-65.3% | $85,850-55.0% |
| Participation rate | 62.0% | 73.3%-11.3pp | 77.3%-15.3pp | 69.3%-7.3pp |
| Annual return | 15.47% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $325 | $2,043-84.1% | $2,731-88.1% | $2,565-87.3% |
| Participant deferral / active EE | $2,432 | $3,641-33.2% | $4,487-45.8% | $3,952-38.5% |
| Admin fee / account holder | $1,327 | $8,188-83.8% | $7,964-83.3% | $6,260-78.8% |