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 | $57,157 | $80,968-29.4% | $96,544-40.8% | $75,163-24.0% |
| Participation rate | 51.1% | 71.8%-20.7pp | 76.0%-24.9pp | 67.2%-16.1pp |
| Annual return | 15.93% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $535 | $2,282-76.6% | $2,965-82.0% | $2,670-80.0% |
| Participant deferral / active EE | $2,138 | $3,928-45.6% | $4,851-55.9% | $4,125-48.2% |
| Admin fee / account holder | $2,147 | $6,724-68.1% | $8,252-74.0% | $5,651-62.0% |