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 | $74,554 | $60,022+24.2% | $88,946-16.2% | $84,808-12.1% |
| Participation rate | 38.3% | 57.8%-19.5pp | 68.8%-30.5pp | 68.3%-30.0pp |
| Annual return | 14.09% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $146 | $1,703-91.4% | $2,555-94.3% | $2,631-94.4% |
| Participant deferral / active EE | $2,554 | $3,114-18.0% | $4,581-44.3% | $4,212-39.4% |
| Admin fee / account holder | $4,157 | $4,811-13.6% | $8,261-49.7% | $7,344-43.4% |