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 | $44,575 | $85,202-47.7% | $172,739-74.2% | $72,985-38.9% |
| Participation rate | 40.5% | 70.1%-29.5pp | 82.6%-42.1pp | 69.5%-28.9pp |
| Annual return | 21.07% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $349 | $3,324-89.5% | $5,143-93.2% | $2,440-85.7% |
| Participant deferral / active EE | $1,374 | $3,260-57.8% | $5,198-73.6% | $3,607-61.9% |
| Admin fee / account holder | $955 | $5,884-83.8% | $13,954-93.2% | $5,124-81.4% |