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 | $60,102 | $86,944-30.9% | $107,525-44.1% | $74,304-19.1% |
| Participation rate | 38.6% | 59.6%-21.0pp | 75.1%-36.5pp | 60.3%-21.8pp |
| Annual return | 15.08% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $146 | $2,757-94.7% | $3,754-96.1% | $2,241-93.5% |
| Participant deferral / active EE | $3,098 | $3,554-12.8% | $5,116-39.4% | $3,767-17.8% |
| Admin fee / account holder | $1,855 | $3,727-50.2% | $8,919-79.2% | $2,969-37.5% |