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 | $40,509 | $79,944-49.3% | $98,439-58.8% | $75,163-46.1% |
| Participation rate | 58.2% | 70.4%-12.2pp | 75.2%-17.0pp | 67.2%-9.0pp |
| Annual return | 13.27% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $316 | $2,264-86.0% | $3,048-89.6% | $2,670-88.2% |
| Participant deferral / active EE | $1,904 | $3,752-49.3% | $4,738-59.8% | $4,125-53.9% |
| Admin fee / account holder | $1,194 | $6,840-82.5% | $8,948-86.7% | $5,651-78.9% |