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 | $29,259 | $154,228-81.0% | $145,433-79.9% | $137,256-78.7% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.9pp | 80.0%-48.7pp |
| Annual return | 19.20% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $716 | $4,804-85.1% | $4,554-84.3% | $4,156-82.8% |
| Participant deferral / active EE | $3,488 | $8,216-57.5% | $7,897-55.8% | $6,407-45.6% |
| Admin fee / account holder | $4,189 | $14,344-70.8% | $13,129-68.1% | $12,270-65.9% |