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 | $35,688 | $93,571-61.9% | $135,903-73.7% | $75,163-52.5% |
| Participation rate | 45.3% | 75.2%-29.9pp | 81.9%-36.6pp | 67.2%-21.9pp |
| Annual return | 18.47% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $719 | $3,537-79.7% | $4,856-85.2% | $2,670-73.1% |
| Participant deferral / active EE | $3,728 | $6,404-41.8% | $7,758-51.9% | $4,125-9.6% |
| Admin fee / account holder | $598 | $6,975-91.4% | $10,762-94.4% | $5,651-89.4% |