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 | $41,121 | $66,098-37.8% | $101,794-59.6% | $74,304-44.7% |
| Participation rate | 37.3% | 53.8%-16.4pp | 69.2%-31.9pp | 60.3%-23.0pp |
| Annual return | 15.17% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $121 | $1,082-88.9% | $2,289-94.7% | $2,241-94.6% |
| Participant deferral / active EE | $2,125 | $2,781-23.6% | $4,084-48.0% | $3,767-43.6% |
| Admin fee / account holder | $8,098 | $4,146+95.3% | $8,777-7.7% | $2,969+172.8% |