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 | $67,785 | $74,927-9.5% | $101,794-33.4% | $84,808-20.1% |
| Participation rate | 23.3% | 61.4%-38.1pp | 69.2%-45.9pp | 68.3%-45.0pp |
| Annual return | 17.44% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $181 | $1,522-88.1% | $2,289-92.1% | $2,631-93.1% |
| Participant deferral / active EE | $1,815 | $3,099-41.4% | $4,084-55.6% | $4,212-56.9% |
| Admin fee / account holder | $2,870 | $6,514-55.9% | $8,777-67.3% | $7,344-60.9% |