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 | $27,137 | $45,035-39.7% | $62,995-56.9% | $70,131-61.3% |
| Participation rate | 41.9% | 69.5%-27.7pp | 74.8%-32.9pp | 69.5%-27.7pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $905 | $2,465-63.3% | $3,329-72.8% | $3,332-72.8% |
| Admin fee / account holder | $620 | $2,834-78.1% | $3,600-82.8% | $4,645-86.7% |