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 | $38,315 | $47,944-20.1% | $67,834-43.5% | $62,891-39.1% |
| Participation rate | 41.2% | 61.1%-19.9pp | 68.8%-27.6pp | 69.3%-28.1pp |
| Annual return | 8.18% | 11.77%-3.6pp | 138.47%-130.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $172 | $1,562-89.0% | $2,403-92.8% | $2,281-92.5% |
| Participant deferral / active EE | $912 | $2,247-59.4% | $3,160-71.1% | $3,203-71.5% |
| Admin fee / account holder | $389 | $3,712-89.5% | $4,622-91.6% | $4,296-90.9% |