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 | $54,258 | $110,257-50.8% | $96,544-43.8% | $139,434-61.1% |
| Participation rate | 43.8% | 78.1%-34.3pp | 76.0%-32.2pp | 80.3%-36.6pp |
| Annual return | 14.19% | 26.32%-12.1pp | 25.84%-11.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $777 | $3,620-78.5% | $2,965-73.8% | $4,751-83.6% |
| Participant deferral / active EE | $2,203 | $5,548-60.3% | $4,851-54.6% | $6,710-67.2% |
| Admin fee / account holder | $609 | $11,591-94.7% | $8,252-92.6% | $11,403-94.7% |