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 | $74,590 | $81,460-8.4% | $103,333-27.8% | $80,856-7.7% |
| Participation rate | 48.3% | 66.8%-18.5pp | 74.5%-26.2pp | 67.6%-19.3pp |
| Annual return | 12.46% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $183 | $3,105-94.1% | $3,868-95.3% | $2,755-93.3% |
| Participant deferral / active EE | $3,264 | $3,869-15.6% | $5,057-35.5% | $4,296-24.0% |
| Admin fee / account holder | $8,115 | $6,566+23.6% | $8,355-2.9% | $6,918+17.3% |