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 | $55,909 | $67,606-17.3% | $82,313-32.1% | $70,131-20.3% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.5pp |
| Annual return | 13.59% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $294 | $1,755-83.3% | $2,428-87.9% | $2,342-87.5% |
| Participant deferral / active EE | $4,090 | $2,987+36.9% | $3,706+10.3% | $3,332+22.7% |
| Admin fee / account holder | $936 | $4,512-79.3% | $5,608-83.3% | $4,645-79.8% |