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 | $41,289 | $51,466-19.8% | $78,778-47.6% | $62,292-33.7% |
| Participation rate | 32.0% | 59.8%-27.8pp | 69.2%-37.2pp | 69.5%-37.5pp |
| Annual return | 14.14% | 19.96%-5.8pp | 35.62%-21.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,390 | $2,147-35.3% | $2,958-53.0% | $3,169-56.1% |
| Admin fee / account holder | $1,972 | $489+303.1% | $5,134-61.6% | $479+311.5% |