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 | $51,720 | $77,634-33.4% | $156,549-67.0% | $62,891-17.8% |
| Participation rate | 52.4% | 71.2%-18.8pp | 84.0%-31.6pp | 69.3%-16.9pp |
| Annual return | 6.98% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $318 | $3,444-90.8% | $5,501-94.2% | $2,281-86.0% |
| Participant deferral / active EE | $3,476 | $3,045+14.2% | $4,871-28.6% | $3,203+8.5% |
| Admin fee / account holder | $1,296 | $5,561-76.7% | $13,027-90.0% | $4,296-69.8% |