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 | $59,902 | $89,355-33.0% | $141,162-57.6% | $72,985-17.9% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 25.02% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $568 | $3,114-81.7% | $4,735-88.0% | $2,440-76.7% |
| Participant deferral / active EE | $2,842 | $5,418-47.5% | $6,709-57.6% | $3,607-21.2% |
| Admin fee / account holder | $3,242 | $5,958-45.6% | $10,261-68.4% | $5,124-36.7% |