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 | $55,174 | $177,572-68.9% | $154,803-64.4% | $142,382-61.2% |
| Participation rate | 47.6% | 82.1%-34.4pp | 78.1%-30.5pp | 80.1%-32.5pp |
| Annual return | 17.09% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $709 | $4,810-85.3% | $4,305-83.5% | $4,299-83.5% |
| Participant deferral / active EE | $2,745 | $6,272-56.2% | $5,540-50.4% | $6,507-57.8% |
| Admin fee / account holder | $3,288 | $16,786-80.4% | $14,329-77.1% | $12,624-74.0% |