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 | $78,833 | $94,625-16.7% | $116,228-32.2% | $84,808-7.0% |
| Participation rate | 41.6% | 70.4%-28.9pp | 74.6%-33.0pp | 68.3%-26.8pp |
| Annual return | 13.72% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $193 | $2,347-91.8% | $2,994-93.6% | $2,631-92.7% |
| Participant deferral / active EE | $2,793 | $3,972-29.7% | $4,953-43.6% | $4,212-33.7% |
| Admin fee / account holder | $8,578 | $10,091-15.0% | $11,989-28.5% | $7,344+16.8% |