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 | $53,735 | $49,915+7.7% | $154,803-65.3% | $74,304-27.7% |
| Participation rate | 41.0% | 54.0%-13.0pp | 78.1%-37.1pp | 60.3%-19.4pp |
| Annual return | 15.33% | 34.06%-18.7pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,203 | $2,255+86.4% | $5,540-24.1% | $3,767+11.6% |
| Admin fee / account holder | $4,480 | $2,189+104.6% | $14,329-68.7% | $2,969+50.9% |