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 | $45,227 | $81,248-44.3% | $155,509-70.9% | $80,856-44.1% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 13.49% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $172 | $3,100-94.4% | $4,672-96.3% | $2,755-93.7% |
| Participant deferral / active EE | $1,868 | $3,452-45.9% | $5,626-66.8% | $4,296-56.5% |
| Admin fee / account holder | $7,333 | $7,997-8.3% | $15,912-53.9% | $6,918+6.0% |