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 | $57,965 | $124,281-53.4% | $109,143-46.9% | $167,490-65.4% |
| Participation rate | 56.3% | 79.4%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 10.29% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $745 | $4,207-82.3% | $3,722-80.0% | $4,837-84.6% |
| Participant deferral / active EE | $1,680 | $5,255-68.0% | $4,653-63.9% | $6,341-73.5% |
| Admin fee / account holder | $664 | $7,970-91.7% | $6,752-90.2% | $12,309-94.6% |