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 | $55,912 | $181,894-69.3% | $156,549-64.3% | $273,961-79.6% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 3.59% | 30.74%-27.2pp | 32.23%-28.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,317 | $6,248-78.9% | $5,501-76.1% | $4,869-72.9% |
| Participant deferral / active EE | $4,315 | $5,550-22.3% | $4,871-11.4% | $5,287-18.4% |
| Admin fee / account holder | $1,376 | $15,559-91.2% | $13,027-89.4% | $10,132-86.4% |