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 | $61,989 | $64,909-4.5% | $82,313-24.7% | $62,292-0.5% |
| Participation rate | 54.5% | 74.9%-20.3pp | 76.9%-22.3pp | 69.5%-15.0pp |
| Annual return | 19.00% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $431 | $1,676-74.3% | $2,428-82.3% | $2,042-78.9% |
| Participant deferral / active EE | $2,092 | $3,103-32.6% | $3,706-43.5% | $3,169-34.0% |
| Admin fee / account holder | $1,739 | $440+295.7% | $5,608-69.0% | $479+262.9% |