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 | $63,661 | $94,031-32.3% | $115,768-45.0% | $82,448-22.8% |
| Participation rate | 41.3% | 70.4%-29.1pp | 74.4%-33.1pp | 68.1%-26.8pp |
| Annual return | 15.09% | 20.61%-5.5pp | 100.46%-85.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $318 | $2,323-86.3% | $2,940-89.2% | $2,551-87.5% |
| Participant deferral / active EE | $2,738 | $3,972-31.1% | $4,917-44.3% | $4,139-33.9% |
| Admin fee / account holder | $2,127 | $10,249-79.2% | $12,439-82.9% | $7,234-70.6% |