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 | $47,364 | $95,803-50.6% | $113,168-58.1% | $84,808-44.2% |
| Participation rate | 52.2% | 72.9%-20.6pp | 76.6%-24.3pp | 68.3%-16.1pp |
| Annual return | 16.40% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $491 | $2,360-79.2% | $2,975-83.5% | $2,631-81.4% |
| Participant deferral / active EE | $2,416 | $4,242-43.1% | $5,107-52.7% | $4,212-42.6% |
| Admin fee / account holder | $7,652 | $8,989-14.9% | $12,068-36.6% | $7,344+4.2% |