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 | $37,054 | $48,046-22.9% | $84,611-56.2% | $72,985-49.2% |
| Participation rate | 24.6% | 57.6%-33.0pp | 68.2%-43.6pp | 69.5%-44.9pp |
| Annual return | 21.61% | 37.38%-15.8pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $124 | $1,602-92.3% | $2,652-95.3% | $2,440-94.9% |
| Participant deferral / active EE | $1,730 | $2,680-35.5% | $3,899-55.6% | $3,607-52.1% |
| Admin fee / account holder | $1,029 | $3,395-69.7% | $4,912-79.0% | $5,124-79.9% |