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 | $29,515 | $53,822-45.2% | $75,696-61.0% | $85,850-65.6% |
| Participation rate | 59.3% | 69.1%-9.8pp | 74.8%-15.6pp | 69.3%-10.1pp |
| Annual return | 13.83% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $183 | $2,017-90.9% | $2,743-93.3% | $2,565-92.9% |
| Participant deferral / active EE | $1,220 | $2,895-57.9% | $3,821-68.1% | $3,952-69.1% |
| Admin fee / account holder | $1,329 | $3,343-60.3% | $3,619-63.3% | $6,260-78.8% |