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 | $30,150 | $77,419-61.1% | $69,455-56.6% | $152,861-80.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.6%-32.9pp | 82.4%-40.8pp |
| Annual return | 16.84% | 39.06%-22.2pp | 28.97%-12.1pp | 345.32%-328.5pp |
| Employer contribution / active EE | $374 | $3,315-88.7% | $2,779-86.5% | $4,762-92.2% |
| Participant deferral / active EE | $2,029 | $4,414-54.0% | $3,535-42.6% | $5,850-65.3% |
| Admin fee / account holder | $1,555 | $6,207-74.9% | $3,839-59.5% | $11,596-86.6% |