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 | $83,153 | $94,625-12.1% | $116,228-28.5% | $84,808-2.0% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.6%-32.1pp | 68.3%-25.9pp |
| Annual return | 16.32% | 20.40%-4.1pp | 90.06%-73.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $520 | $2,347-77.8% | $2,994-82.6% | $2,631-80.2% |
| Participant deferral / active EE | $2,904 | $3,972-26.9% | $4,953-41.4% | $4,212-31.0% |
| Admin fee / account holder | $3,407 | $10,091-66.2% | $11,989-71.6% | $7,344-53.6% |