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 | $14,423 | $54,762-73.7% | $90,281-84.0% | $72,985-80.2% |
| Participation rate | 30.6% | 65.1%-34.6pp | 73.3%-42.7pp | 69.5%-38.9pp |
| Annual return | 27.94% | 30.63%-2.7pp | 78.10%-50.2pp | 81.00%-53.1pp |
| Employer contribution / active EE | $120 | $2,092-94.3% | $2,854-95.8% | $2,440-95.1% |
| Participant deferral / active EE | $1,396 | $2,887-51.6% | $3,885-64.1% | $3,607-61.3% |
| Admin fee / account holder | $2,273 | $3,972-42.8% | $5,351-57.5% | $5,124-55.7% |