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 | $54,321 | $65,365-16.9% | $92,893-41.5% | $72,985-25.6% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 25.37% | 42.10%-16.7pp | 109.41%-84.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $521 | $2,594-79.9% | $3,653-85.7% | $2,440-78.6% |
| Participant deferral / active EE | $2,508 | $3,128-19.8% | $4,236-40.8% | $3,607-30.5% |
| Admin fee / account holder | $450 | $4,251-89.4% | $5,794-92.2% | $5,124-91.2% |