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 | $58,673 | $51,708+13.5% | $106,619-45.0% | $62,891-6.7% |
| Participation rate | 43.1% | 66.9%-23.7pp | 78.0%-34.9pp | 69.3%-26.2pp |
| Annual return | 5.86% | 4.69%+1.2pp | 9.42%-3.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $428 | $1,764-75.7% | $3,947-89.2% | $2,281-81.2% |
| Participant deferral / active EE | $1,097 | $2,315-52.6% | $3,930-72.1% | $3,203-65.7% |
| Admin fee / account holder | $969 | $3,349-71.1% | $6,418-84.9% | $4,296-77.4% |