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 | $31,236 | $102,605-69.6% | $145,661-78.6% | $84,808-63.2% |
| Participation rate | 52.3% | 74.3%-22.0pp | 77.2%-24.9pp | 68.3%-16.0pp |
| Annual return | 20.46% | 26.50%-6.0pp | 101.46%-81.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $224 | $3,325-93.3% | $4,238-94.7% | $2,631-91.5% |
| Participant deferral / active EE | $2,739 | $5,750-52.4% | $7,198-61.9% | $4,212-35.0% |
| Admin fee / account holder | $4,037 | $8,758-53.9% | $12,466-67.6% | $7,344-45.0% |