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 | $37,245 | $78,422-52.5% | $95,952-61.2% | $79,858-53.4% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.4pp | 69.6%-12.0pp |
| Annual return | 19.27% | 19.37%-0.1pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $403 | $1,945-79.3% | $2,541-84.1% | $2,471-83.7% |
| Participant deferral / active EE | $2,701 | $3,440-21.5% | $4,167-35.2% | $3,740-27.8% |
| Admin fee / account holder | $4,594 | $5,622-18.3% | $6,795-32.4% | $5,306-13.4% |