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 | $50,424 | $78,705-35.9% | $117,854-57.2% | $70,131-28.1% |
| Participation rate | 58.5% | 73.2%-14.7pp | 79.7%-21.1pp | 69.5%-11.0pp |
| Annual return | 18.80% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $379 | $2,223-83.0% | $3,786-90.0% | $2,342-83.8% |
| Participant deferral / active EE | $1,706 | $3,297-48.3% | $4,482-61.9% | $3,332-48.8% |
| Admin fee / account holder | $410 | $5,065-91.9% | $8,020-94.9% | $4,645-91.2% |