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 | $41,823 | $84,233-50.3% | $170,442-75.5% | $70,131-40.4% |
| Participation rate | 61.0% | 70.8%-9.8pp | 83.6%-22.6pp | 69.5%-8.5pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $321 | $3,387-90.5% | $5,433-94.1% | $2,342-86.3% |
| Participant deferral / active EE | $1,980 | $3,086-35.8% | $4,939-59.9% | $3,332-40.6% |
| Admin fee / account holder | $1,339 | $5,698-76.5% | $13,880-90.4% | $4,645-71.2% |