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 | $28,337 | $77,634-63.5% | $156,549-81.9% | $62,891-54.9% |
| Participation rate | 34.9% | 71.2%-36.3pp | 84.0%-49.1pp | 69.3%-34.4pp |
| Annual return | 10.90% | 50.32%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $309 | $3,444-91.0% | $5,501-94.4% | $2,281-86.4% |
| Participant deferral / active EE | $1,381 | $3,045-54.7% | $4,871-71.6% | $3,203-56.9% |
| Admin fee / account holder | $688 | $5,561-87.6% | $13,027-94.7% | $4,296-84.0% |