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 | $50,411 | $56,277-10.4% | $80,975-37.7% | $62,891-19.8% |
| Participation rate | 49.4% | 69.0%-19.5pp | 75.8%-26.4pp | 69.3%-19.9pp |
| Annual return | 8.87% | 22.12%-13.3pp | 17.10%-8.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $229 | $1,943-88.2% | $3,714-93.8% | $2,281-90.0% |
| Participant deferral / active EE | $2,123 | $4,195-49.4% | $5,696-62.7% | $3,203-33.7% |
| Admin fee / account holder | $5,603 | $3,741+49.8% | $5,516+1.6% | $4,296+30.4% |