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 | $73,709 | $138,347-46.7% | $184,203-60.0% | $80,856-8.8% |
| Participation rate | 58.1% | 83.9%-25.8pp | 86.8%-28.8pp | 67.6%-9.6pp |
| Annual return | 11.92% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $471 | $4,850-90.3% | $6,427-92.7% | $2,755-82.9% |
| Participant deferral / active EE | $6,394 | $7,071-9.6% | $9,131-30.0% | $4,296+48.9% |
| Admin fee / account holder | $781 | $10,483-92.5% | $13,901-94.4% | $6,918-88.7% |