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 | $48,527 | $96,557-49.7% | $80,975-40.1% | $273,961-82.3% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 4.63% | 15.14%-10.5pp | 17.10%-12.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $154 | $4,868-96.8% | $3,714-95.9% | $4,869-96.8% |
| Participant deferral / active EE | $2,910 | $6,598-55.9% | $5,696-48.9% | $5,287-45.0% |
| Admin fee / account holder | $2,136 | $7,492-71.5% | $5,516-61.3% | $10,132-78.9% |