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 | $61,699 | $86,929-29.0% | $102,423-39.8% | $80,856-23.7% |
| Participation rate | 51.1% | 72.4%-21.3pp | 76.5%-25.4pp | 67.6%-16.6pp |
| Annual return | 15.27% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $324 | $2,369-86.3% | $3,023-89.3% | $2,755-88.3% |
| Participant deferral / active EE | $2,521 | $4,118-38.8% | $5,053-50.1% | $4,296-41.3% |
| Admin fee / account holder | $9,467 | $8,049+17.6% | $9,451+0.2% | $6,918+36.9% |