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 | $80,791 | $181,894-55.6% | $156,549-48.4% | $273,961-70.5% |
| Participation rate | 46.7% | 88.4%-41.7pp | 84.0%-37.3pp | 83.0%-36.3pp |
| Annual return | 9.05% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $938 | $6,248-85.0% | $5,501-82.9% | $4,869-80.7% |
| Participant deferral / active EE | $3,744 | $5,550-32.5% | $4,871-23.1% | $5,287-29.2% |
| Admin fee / account holder | $722 | $15,559-95.4% | $13,027-94.5% | $10,132-92.9% |