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 | $50,621 | $87,013-41.8% | $106,213-52.3% | $80,856-37.4% |
| Participation rate | 52.4% | 70.4%-18.1pp | 75.3%-22.9pp | 67.6%-15.3pp |
| Annual return | 12.07% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $201 | $2,395-91.6% | $3,171-93.7% | $2,755-92.7% |
| Participant deferral / active EE | $1,928 | $3,986-51.6% | $5,016-61.6% | $4,296-55.1% |
| Admin fee / account holder | $3,011 | $8,431-64.3% | $11,033-72.7% | $6,918-56.5% |