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 | $57,156 | $58,523-2.3% | $99,443-42.5% | $72,985-21.7% |
| Participation rate | 38.5% | 64.6%-26.2pp | 73.8%-35.4pp | 69.5%-31.0pp |
| Annual return | 18.69% | 28.51%-9.8pp | 30.72%-12.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $229 | $1,512-84.8% | $2,540-91.0% | $2,440-90.6% |
| Participant deferral / active EE | $1,555 | $2,606-40.3% | $3,619-57.0% | $3,607-56.9% |
| Admin fee / account holder | $3,463 | $4,102-15.6% | $6,250-44.6% | $5,124-32.4% |