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 | $29,338 | $55,416-47.1% | $75,972-61.4% | $77,643-62.2% |
| Participation rate | 25.9% | 63.6%-37.7pp | 69.1%-43.2pp | 70.6%-44.7pp |
| Annual return | 13.02% | 17.07%-4.1pp | 359.55%-346.5pp | 31.24%-18.2pp |
| Employer contribution / active EE | $373 | $1,788-79.1% | $2,685-86.1% | $2,726-86.3% |
| Participant deferral / active EE | $1,393 | $3,447-59.6% | $4,255-67.3% | $4,647-70.0% |
| Admin fee / account holder | $1,401 | $414+238.5% | $6,467-78.3% | $430+225.4% |