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 | $40,620 | $93,571-56.6% | $135,903-70.1% | $75,163-46.0% |
| Participation rate | 31.9% | 75.2%-43.3pp | 81.9%-50.0pp | 67.2%-35.3pp |
| Annual return | 17.79% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $778 | $3,537-78.0% | $4,856-84.0% | $2,670-70.9% |
| Participant deferral / active EE | $2,637 | $6,404-58.8% | $7,758-66.0% | $4,125-36.1% |
| Admin fee / account holder | $3,075 | $6,975-55.9% | $10,762-71.4% | $5,651-45.6% |