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 | $54,372 | $83,369-34.8% | $105,223-48.3% | $67,986-20.0% |
| Participation rate | 36.6% | 56.3%-19.7pp | 75.0%-38.5pp | 57.2%-20.6pp |
| Annual return | 15.47% | 24.64%-9.2pp | 180.65%-165.2pp | 31.67%-16.2pp |
| Employer contribution / active EE | $587 | $2,541-76.9% | $3,689-84.1% | $2,019-70.9% |
| Participant deferral / active EE | $2,477 | $3,295-24.8% | $5,072-51.2% | $3,358-26.3% |
| Admin fee / account holder | $6,101 | $4,073+49.8% | $8,859-31.1% | $3,203+90.5% |