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 | $84,610 | $89,753-5.7% | $107,525-21.3% | $84,808-0.2% |
| Participation rate | 47.0% | 68.1%-21.1pp | 75.1%-28.1pp | 68.3%-21.3pp |
| Annual return | 16.11% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $609 | $3,113-80.4% | $3,754-83.8% | $2,631-76.8% |
| Participant deferral / active EE | $2,439 | $4,056-39.9% | $5,116-52.3% | $4,212-42.1% |
| Admin fee / account holder | $1,709 | $7,222-76.3% | $8,919-80.8% | $7,344-76.7% |