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 | $43,518 | $228,332-80.9% | $185,823-76.6% | $158,922-72.6% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 7.35% | 40.80%-33.5pp | 35.95%-28.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $118 | $4,967-97.6% | $4,087-97.1% | $4,761-97.5% |
| Participant deferral / active EE | $3,150 | $6,415-50.9% | $5,632-44.1% | $5,982-47.3% |
| Admin fee / account holder | $451 | $11,864-96.2% | $9,500-95.3% | $11,246-96.0% |