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 | $69,468 | $101,724-31.7% | $164,813-57.9% | $80,856-14.1% |
| Participation rate | 34.2% | 71.8%-37.6pp | 78.6%-44.4pp | 67.6%-33.4pp |
| Annual return | 13.23% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $322 | $2,953-89.1% | $4,341-92.6% | $2,755-88.3% |
| Participant deferral / active EE | $2,637 | $4,477-41.1% | $6,031-56.3% | $4,296-38.6% |
| Admin fee / account holder | $18,761 | $8,227+128.0% | $12,690+47.8% | $6,918+171.2% |