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 | $38,869 | $70,669-45.0% | $169,368-77.1% | $75,163-48.3% |
| Participation rate | 42.4% | 64.8%-22.4pp | 77.1%-34.7pp | 67.2%-24.8pp |
| Annual return | 17.73% | 36.36%-18.6pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $309 | $2,211-86.0% | $4,013-92.3% | $2,670-88.4% |
| Participant deferral / active EE | $2,529 | $4,311-41.3% | $6,221-59.3% | $4,125-38.7% |
| Admin fee / account holder | $1,963 | $5,402-63.7% | $9,003-78.2% | $5,651-65.3% |