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 | $40,592 | $73,933-45.1% | $96,683-58.0% | $75,163-46.0% |
| Participation rate | 45.6% | 66.4%-20.8pp | 74.3%-28.8pp | 67.2%-21.6pp |
| Annual return | 16.43% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $235 | $2,928-92.0% | $3,737-93.7% | $2,670-91.2% |
| Participant deferral / active EE | $1,731 | $3,659-52.7% | $4,878-64.5% | $4,125-58.0% |
| Admin fee / account holder | $1,635 | $5,216-68.7% | $6,730-75.7% | $5,651-71.1% |