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 | $72,617 | $86,929-16.5% | $102,423-29.1% | $80,856-10.2% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.8pp |
| Annual return | 13.19% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,156 | $4,118-47.6% | $5,053-57.3% | $4,296-49.8% |
| Admin fee / account holder | $2,029 | $8,049-74.8% | $9,451-78.5% | $6,918-70.7% |