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 | $31,323 | $98,750-68.3% | $149,696-79.1% | $79,858-60.8% |
| Participation rate | 47.8% | 75.8%-27.9pp | 82.5%-34.6pp | 69.6%-21.8pp |
| Annual return | 12.72% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $72 | $3,216-97.8% | $4,644-98.5% | $2,471-97.1% |
| Participant deferral / active EE | $3,104 | $5,680-45.4% | $6,842-54.6% | $3,740-17.0% |
| Admin fee / account holder | $1,408 | $6,053-76.7% | $9,309-84.9% | $5,306-73.5% |