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 | $32,478 | $58,726-44.7% | $92,233-64.8% | $62,292-47.9% |
| Participation rate | 49.1% | 68.3%-19.2pp | 76.5%-27.4pp | 69.5%-20.4pp |
| Annual return | 18.00% | 43.62%-25.6pp | 176.28%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,371 | $2,766-14.3% | $3,897-39.1% | $3,169-25.2% |
| Admin fee / account holder | $737 | $556+32.5% | $5,194-85.8% | $479+53.8% |