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 | $51,077 | $99,341-48.6% | $84,750-39.7% | $273,961-81.4% |
| Participation rate | 56.5% | 80.7%-24.2pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 6.66% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $197 | $4,214-95.3% | $3,574-94.5% | $4,869-96.0% |
| Participant deferral / active EE | $1,953 | $4,269-54.3% | $3,712-47.4% | $5,287-63.1% |
| Admin fee / account holder | $412 | $6,644-93.8% | $5,332-92.3% | $10,132-95.9% |