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 | $30,734 | $76,552-59.9% | $123,892-75.2% | $62,891-51.1% |
| Participation rate | 41.0% | 73.0%-32.0pp | 81.4%-40.4pp | 69.3%-28.3pp |
| Annual return | 13.33% | 18.68%-5.3pp | 47.52%-34.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,700 | $4,840+17.8% | $5,984-4.8% | $3,203+78.0% |
| Admin fee / account holder | $1,012 | $4,826-79.0% | $8,357-87.9% | $4,296-76.4% |