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 | $37,782 | $99,079-61.9% | $77,999-51.6% | $273,961-86.2% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 4.80% | 217.93%-213.1pp | 425.96%-421.2pp | 41.45%-36.7pp |
| Employer contribution / active EE | $277 | $3,308-91.6% | $2,470-88.8% | $4,869-94.3% |
| Participant deferral / active EE | $5,587 | $4,306+29.8% | $3,497+59.8% | $5,287+5.7% |
| Admin fee / account holder | $2,343 | $8,954-73.8% | $5,480-57.3% | $10,132-76.9% |