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 | $73,958 | $109,413-32.4% | $156,263-52.7% | $84,808-12.8% |
| Participation rate | 47.9% | 72.7%-24.8pp | 78.9%-31.0pp | 68.3%-20.4pp |
| Annual return | 13.94% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,740 | $4,590-40.3% | $6,158-55.5% | $4,212-35.0% |
| Admin fee / account holder | $3,269 | $9,357-65.1% | $14,255-77.1% | $7,344-55.5% |