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 | $44,683 | $177,572-74.8% | $154,803-71.1% | $142,382-68.6% |
| Participation rate | 21.4% | 82.1%-60.6pp | 78.1%-56.6pp | 80.1%-58.7pp |
| Annual return | 15.72% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $767 | $4,810-84.1% | $4,305-82.2% | $4,299-82.2% |
| Participant deferral / active EE | $2,071 | $6,272-67.0% | $5,540-62.6% | $6,507-68.2% |
| Admin fee / account holder | $2,511 | $16,786-85.0% | $14,329-82.5% | $12,624-80.1% |