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 | $35,227 | $52,380-32.7% | $98,755-64.3% | $85,850-59.0% |
| Participation rate | 37.9% | 58.0%-20.1pp | 65.7%-27.8pp | 69.3%-31.4pp |
| Annual return | 11.69% | 25.82%-14.1pp | 49.91%-38.2pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,353 | $2,101-35.6% | $3,035-55.4% | $3,952-65.8% |
| Admin fee / account holder | $759 | $3,865-80.4% | $4,076-81.4% | $6,260-87.9% |