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 | $33,339 | $73,933-54.9% | $96,683-65.5% | $75,163-55.6% |
| Participation rate | 58.2% | 66.4%-8.2pp | 74.3%-16.1pp | 67.2%-9.0pp |
| Annual return | 24.16% | 26.70%-2.5pp | 35.69%-11.5pp | 160.62%-136.5pp |
| Employer contribution / active EE | $676 | $2,928-76.9% | $3,737-81.9% | $2,670-74.7% |
| Participant deferral / active EE | $2,895 | $3,659-20.9% | $4,878-40.6% | $4,125-29.8% |
| Admin fee / account holder | $1,604 | $5,216-69.3% | $6,730-76.2% | $5,651-71.6% |