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 | $46,866 | $80,717-41.9% | $154,803-69.7% | $84,808-44.7% |
| Participation rate | 45.5% | 66.8%-21.4pp | 78.1%-32.6pp | 68.3%-22.9pp |
| Annual return | 17.30% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $269 | $2,761-90.2% | $4,305-93.7% | $2,631-89.8% |
| Participant deferral / active EE | $1,731 | $3,303-47.6% | $5,540-68.8% | $4,212-58.9% |
| Admin fee / account holder | $392 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |