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 | $136,871 | $91,019+50.4% | $392,568-65.1% | $72,985+87.5% |
| Participation rate | 29.5% | 74.4%-44.9pp | 78.1%-48.5pp | 69.5%-40.0pp |
| Annual return | 24.07% | 20.00%+4.1pp | 24.42%-0.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $319 | $2,751-88.4% | $3,783-91.6% | $2,440-86.9% |
| Participant deferral / active EE | $2,617 | $4,570-42.7% | $5,985-56.3% | $3,607-27.5% |
| Admin fee / account holder | $4,737 | $4,895-3.2% | $6,260-24.3% | $5,124-7.6% |