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 | $58,018 | $56,277+3.1% | $80,975-28.4% | $62,891-7.7% |
| Participation rate | 47.1% | 69.0%-21.9pp | 75.8%-28.8pp | 69.3%-22.2pp |
| Annual return | 7.93% | 22.12%-14.2pp | 17.10%-9.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $184 | $1,943-90.5% | $3,714-95.1% | $2,281-91.9% |
| Participant deferral / active EE | $1,838 | $4,195-56.2% | $5,696-67.7% | $3,203-42.6% |
| Admin fee / account holder | $383 | $3,741-89.8% | $5,516-93.1% | $4,296-91.1% |