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 | $31,588 | $80,717-60.9% | $154,803-79.6% | $84,808-62.8% |
| Participation rate | 37.1% | 66.8%-29.7pp | 78.1%-41.0pp | 68.3%-31.2pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $236 | $2,761-91.5% | $4,305-94.5% | $2,631-91.0% |
| Participant deferral / active EE | $1,671 | $3,303-49.4% | $5,540-69.8% | $4,212-60.3% |
| Admin fee / account holder | $915 | $6,746-86.4% | $14,329-93.6% | $7,344-87.5% |