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 | $74,858 | $101,724-26.4% | $164,813-54.6% | $80,856-7.4% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.6%-42.6pp |
| Annual return | 12.11% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $346 | $2,953-88.3% | $4,341-92.0% | $2,755-87.5% |
| Participant deferral / active EE | $2,359 | $4,477-47.3% | $6,031-60.9% | $4,296-45.1% |
| Admin fee / account holder | $2,115 | $8,227-74.3% | $12,690-83.3% | $6,918-69.4% |