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 | $32,227 | $60,776-47.0% | $85,682-62.4% | $79,386-59.4% |
| Participation rate | 26.4% | 62.1%-35.7pp | 69.9%-43.4pp | 70.7%-44.3pp |
| Annual return | 15.88% | 16.57%-0.7pp | 21.49%-5.6pp | 116.85%-101.0pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,722 | $2,919-41.0% | $3,923-56.1% | $4,046-57.4% |
| Admin fee / account holder | $1,381 | $438+214.9% | $6,873-79.9% | $626+120.4% |