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 | $33,408 | $80,724-58.6% | $103,333-67.7% | $74,495-55.2% |
| Participation rate | 61.3% | 65.7%-4.4pp | 74.5%-13.2pp | 67.2%-5.9pp |
| Annual return | 19.14% | 27.56%-8.4pp | 24.88%-5.7pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $590 | $3,157-81.3% | $3,868-84.7% | $2,623-77.5% |
| Participant deferral / active EE | $2,465 | $3,860-36.1% | $5,057-51.3% | $4,346-43.3% |
| Admin fee / account holder | $5,961 | $2,368+151.7% | $8,355-28.7% | $1,942+207.0% |