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 | $49,176 | $56,317-12.7% | $71,209-30.9% | $74,304-33.8% |
| Participation rate | 42.6% | 55.1%-12.6pp | 73.8%-31.2pp | 60.3%-17.8pp |
| Annual return | 17.80% | 42.83%-25.0pp | 282.51%-264.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $158 | $2,160-92.7% | $2,721-94.2% | $2,241-93.0% |
| Participant deferral / active EE | $955 | $2,788-65.7% | $4,175-77.1% | $3,767-74.6% |
| Admin fee / account holder | $1,048 | $2,290-54.2% | $5,349-80.4% | $2,969-64.7% |