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 | $72,179 | $78,672-8.3% | $109,143-33.9% | $85,850-15.9% |
| Participation rate | 29.3% | 68.3%-39.0pp | 75.9%-46.6pp | 69.3%-40.0pp |
| Annual return | 14.05% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $517 | $2,735-81.1% | $3,722-86.1% | $2,565-79.8% |
| Participant deferral / active EE | $1,754 | $3,467-49.4% | $4,653-62.3% | $3,952-55.6% |
| Admin fee / account holder | $991 | $5,469-81.9% | $6,752-85.3% | $6,260-84.2% |