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 | $32,577 | $89,355-63.5% | $141,162-76.9% | $72,985-55.4% |
| Participation rate | 24.0% | 75.1%-51.1pp | 82.5%-58.5pp | 69.5%-45.5pp |
| Annual return | 19.75% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $219 | $3,114-93.0% | $4,735-95.4% | $2,440-91.0% |
| Participant deferral / active EE | $4,420 | $5,418-18.4% | $6,709-34.1% | $3,607+22.5% |
| Admin fee / account holder | $2,666 | $5,958-55.2% | $10,261-74.0% | $5,124-48.0% |