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 | $62,415 | $135,952-54.1% | $123,892-49.6% | $273,961-77.2% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 9.77% | 56.63%-46.9pp | 47.52%-37.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $735 | $5,170-85.8% | $4,617-84.1% | $4,869-84.9% |
| Participant deferral / active EE | $3,011 | $6,343-52.5% | $5,984-49.7% | $5,287-43.0% |
| Admin fee / account holder | $1,048 | $9,817-89.3% | $8,357-87.5% | $10,132-89.7% |