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 | $72,038 | $95,803-24.8% | $113,168-36.3% | $84,808-15.1% |
| Participation rate | 45.4% | 72.9%-27.5pp | 76.6%-31.2pp | 68.3%-23.0pp |
| Annual return | 12.73% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $649 | $2,360-72.5% | $2,975-78.2% | $2,631-75.3% |
| Participant deferral / active EE | $2,892 | $4,242-31.8% | $5,107-43.4% | $4,212-31.3% |
| Admin fee / account holder | $2,718 | $8,989-69.8% | $12,068-77.5% | $7,344-63.0% |