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 | $63,162 | $153,772-58.9% | $133,980-52.9% | $273,961-76.9% |
| Participation rate | 59.1% | 88.4%-29.3pp | 87.1%-28.0pp | 83.0%-23.9pp |
| Annual return | 13.15% | 36.51%-23.4pp | 29.30%-16.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,097 | $6,029-81.8% | $5,211-79.0% | $4,869-77.5% |
| Participant deferral / active EE | $4,411 | $6,958-36.6% | $6,282-29.8% | $5,287-16.6% |
| Admin fee / account holder | $656 | $11,765-94.4% | $9,324-93.0% | $10,132-93.5% |