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 | $63,612 | $88,672-28.3% | $105,223-39.5% | $82,448-22.8% |
| Participation rate | 44.2% | 67.9%-23.7pp | 75.0%-30.9pp | 68.1%-23.9pp |
| Annual return | 14.80% | 30.86%-16.1pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $381 | $3,048-87.5% | $3,689-89.7% | $2,551-85.1% |
| Participant deferral / active EE | $3,743 | $4,036-7.3% | $5,072-26.2% | $4,139-9.6% |
| Admin fee / account holder | $3,630 | $7,146-49.2% | $8,859-59.0% | $7,234-49.8% |