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 | $48,602 | $80,968-40.0% | $96,544-49.7% | $75,163-35.3% |
| Participation rate | 39.0% | 71.8%-32.7pp | 76.0%-36.9pp | 67.2%-28.2pp |
| Annual return | 21.93% | 27.06%-5.1pp | 25.84%-3.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,318 | $3,928-41.0% | $4,851-52.2% | $4,125-43.8% |
| Admin fee / account holder | $2,339 | $6,724-65.2% | $8,252-71.7% | $5,651-58.6% |