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 | $40,426 | $53,127-23.9% | $86,590-53.3% | $70,131-42.4% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.1pp | 69.5%-22.1pp |
| Annual return | 14.61% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $150 | $2,068-92.7% | $2,839-94.7% | $2,342-93.6% |
| Participant deferral / active EE | $874 | $2,696-67.6% | $3,609-75.8% | $3,332-73.8% |
| Admin fee / account holder | $3,471 | $3,585-3.2% | $4,906-29.2% | $4,645-25.3% |