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 | $20,975 | $91,190-77.0% | $178,490-88.2% | $79,858-73.7% |
| Participation rate | 32.9% | 69.2%-36.3pp | 81.9%-49.0pp | 69.6%-36.7pp |
| Annual return | 11.48% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $280 | $3,256-91.4% | $5,011-94.4% | $2,471-88.7% |
| Participant deferral / active EE | $995 | $3,236-69.2% | $5,202-80.9% | $3,740-73.4% |
| Admin fee / account holder | $2,749 | $6,751-59.3% | $13,984-80.3% | $5,306-48.2% |