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 | $75,234 | $78,672-4.4% | $109,143-31.1% | $85,850-12.4% |
| Participation rate | 44.2% | 68.3%-24.0pp | 75.9%-31.6pp | 69.3%-25.1pp |
| Annual return | 14.61% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $361 | $2,735-86.8% | $3,722-90.3% | $2,565-85.9% |
| Participant deferral / active EE | $2,142 | $3,467-38.2% | $4,653-54.0% | $3,952-45.8% |
| Admin fee / account holder | $3,448 | $5,469-37.0% | $6,752-48.9% | $6,260-44.9% |