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 | $34,089 | $100,923-66.2% | $150,045-77.3% | $74,304-54.1% |
| Participation rate | 39.6% | 70.1%-30.5pp | 82.3%-42.7pp | 60.3%-20.7pp |
| Annual return | 16.84% | 51.77%-34.9pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $336 | $3,463-90.3% | $4,693-92.9% | $2,241-85.0% |
| Participant deferral / active EE | $4,045 | $6,709-39.7% | $7,997-49.4% | $3,767+7.4% |
| Admin fee / account holder | $3,746 | $2,767+35.4% | $13,435-72.1% | $2,969+26.2% |