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 | $47,994 | $51,175-6.2% | $70,515-31.9% | $75,163-36.1% |
| Participation rate | 42.3% | 60.9%-18.7pp | 68.3%-26.1pp | 67.2%-24.9pp |
| Annual return | 16.14% | 30.02%-13.9pp | 32.77%-16.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $292 | $1,826-84.0% | $2,973-90.2% | $2,670-89.0% |
| Participant deferral / active EE | $1,767 | $2,849-38.0% | $4,567-61.3% | $4,125-57.2% |
| Admin fee / account holder | $2,505 | $4,091-38.8% | $6,412-60.9% | $5,651-55.7% |