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 | $103,270 | $215,361-52.0% | $171,082-39.6% | $273,961-62.3% |
| Participation rate | 16.7% | 82.0%-65.4pp | 76.7%-60.0pp | 83.0%-66.3pp |
| Annual return | 8.70% | 25.14%-16.4pp | 32.56%-23.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,100 | $5,543-62.1% | $4,797-56.2% | $5,287-60.3% |
| Admin fee / account holder | $1,451 | $10,846-86.6% | $8,520-83.0% | $10,132-85.7% |