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 | $57,029 | $94,625-39.7% | $116,228-50.9% | $84,808-32.8% |
| Participation rate | 47.1% | 70.4%-23.4pp | 74.6%-27.5pp | 68.3%-21.3pp |
| Annual return | 12.95% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $339 | $2,347-85.5% | $2,994-88.7% | $2,631-87.1% |
| Participant deferral / active EE | $2,883 | $3,972-27.4% | $4,953-41.8% | $4,212-31.5% |
| Admin fee / account holder | $1,288 | $10,091-87.2% | $11,989-89.3% | $7,344-82.5% |