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 | $44,148 | $48,570-9.1% | $130,648-66.2% | $72,985-39.5% |
| Participation rate | 27.0% | 58.6%-31.5pp | 71.7%-44.7pp | 69.5%-42.5pp |
| Annual return | 22.05% | 38.63%-16.6pp | 1708.96%-1686.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $243 | $1,334-81.8% | $4,092-94.1% | $2,440-90.0% |
| Participant deferral / active EE | $2,649 | $2,384+11.1% | $3,603-26.5% | $3,607-26.6% |
| Admin fee / account holder | $372 | $3,549-89.5% | $5,464-93.2% | $5,124-92.7% |