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 | $33,645 | $70,428-52.2% | $96,562-65.2% | $85,850-60.8% |
| Participation rate | 51.9% | 61.8%-10.0pp | 69.8%-18.0pp | 69.3%-17.5pp |
| Annual return | 36.74% | 18.59%+18.1pp | 37.78%-1.0pp | 318.53%-281.8pp |
| Employer contribution / active EE | $230 | $1,413-83.7% | $2,356-90.2% | $2,565-91.0% |
| Participant deferral / active EE | $1,548 | $2,894-46.5% | $3,849-59.8% | $3,952-60.8% |
| Admin fee / account holder | $1,430 | $4,997-71.4% | $6,181-76.9% | $6,260-77.1% |