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 | $57,032 | $86,929-34.4% | $102,423-44.3% | $80,856-29.5% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.2pp |
| Annual return | 11.64% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $377 | $2,369-84.1% | $3,023-87.5% | $2,755-86.3% |
| Participant deferral / active EE | $2,174 | $4,118-47.2% | $5,053-57.0% | $4,296-49.4% |
| Admin fee / account holder | $2,940 | $8,049-63.5% | $9,451-68.9% | $6,918-57.5% |