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 | $29,976 | $86,929-65.5% | $102,423-70.7% | $80,856-62.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 17.82% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $316 | $2,369-86.7% | $3,023-89.5% | $2,755-88.5% |
| Participant deferral / active EE | $3,131 | $4,118-24.0% | $5,053-38.0% | $4,296-27.1% |
| Admin fee / account holder | $5,379 | $8,049-33.2% | $9,451-43.1% | $6,918-22.2% |