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 | $47,111 | $72,277-34.8% | $101,248-53.5% | $79,858-41.0% |
| Participation rate | 45.8% | 68.5%-22.7pp | 75.8%-30.0pp | 69.6%-23.9pp |
| Annual return | 13.16% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $298 | $2,692-88.9% | $3,660-91.8% | $2,471-87.9% |
| Participant deferral / active EE | $1,747 | $3,282-46.8% | $4,370-60.0% | $3,740-53.3% |
| Admin fee / account holder | $3,566 | $4,400-19.0% | $5,945-40.0% | $5,306-32.8% |