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 | $35,904 | $76,552-53.1% | $123,892-71.0% | $62,891-42.9% |
| Participation rate | 47.1% | 73.0%-25.9pp | 81.4%-34.4pp | 69.3%-22.2pp |
| Annual return | 9.49% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $242 | $2,883-91.6% | $4,617-94.8% | $2,281-89.4% |
| Participant deferral / active EE | $2,113 | $4,840-56.3% | $5,984-64.7% | $3,203-34.0% |
| Admin fee / account holder | $4,269 | $4,826-11.5% | $8,357-48.9% | $4,296-0.6% |