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 | $103,390 | $140,588-26.5% | $123,104-16.0% | $125,391-17.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 5.25% | 16.80%-11.5pp | 13.22%-8.0pp | 282.22%-277.0pp |
| Employer contribution / active EE | $643 | $6,041-89.4% | $5,151-87.5% | $4,866-86.8% |
| Participant deferral / active EE | $9,000 | $6,980+28.9% | $6,230+44.5% | $5,352+68.2% |
| Admin fee / account holder | $3,883 | $11,198-65.3% | $9,015-56.9% | $9,540-59.3% |