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 | $43,430 | $93,571-53.6% | $135,903-68.0% | $75,163-42.2% |
| Participation rate | 53.2% | 75.2%-22.0pp | 81.9%-28.7pp | 67.2%-14.0pp |
| Annual return | 20.36% | 30.90%-10.5pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,535 | $6,404-29.2% | $7,758-41.5% | $4,125+9.9% |
| Admin fee / account holder | $4,863 | $6,975-30.3% | $10,762-54.8% | $5,651-13.9% |