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 | $43,245 | $48,076-10.0% | $78,689-45.0% | $62,891-31.2% |
| Participation rate | 14.6% | 65.2%-50.6pp | 73.6%-58.9pp | 69.3%-54.7pp |
| Annual return | 31.93% | 31.35%+0.6pp | 62.18%-30.2pp | 20.14%+11.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,000 | $2,588-61.4% | $3,517-71.6% | $3,203-68.8% |
| Admin fee / account holder | $3,445 | $3,207+7.4% | $4,510-23.6% | $4,296-19.8% |