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 | $98,652-68.3% | $142,942-78.1% | $82,448-62.1% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.8%-24.6pp | 68.1%-15.8pp |
| Annual return | 20.46% | 22.65%-2.2pp | 113.70%-93.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $224 | $3,211-93.0% | $4,139-94.6% | $2,551-91.2% |
| Participant deferral / active EE | $2,739 | $5,580-50.9% | $7,128-61.6% | $4,139-33.8% |
| Admin fee / account holder | $4,037 | $8,078-50.0% | $12,475-67.6% | $7,234-44.2% |