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 | $52,155 | $125,758-58.5% | $169,993-69.3% | $75,163-30.6% |
| Participation rate | 64.9% | 83.6%-18.7pp | 87.0%-22.1pp | 67.2%-2.3pp |
| Annual return | 15.11% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $620 | $4,615-86.6% | $6,785-90.9% | $2,670-76.8% |
| Participant deferral / active EE | $3,466 | $6,837-49.3% | $10,408-66.7% | $4,125-16.0% |
| Admin fee / account holder | $9,859 | $8,173+20.6% | $12,815-23.1% | $5,651+74.5% |