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 | $48,124 | $60,349-20.3% | $74,183-35.1% | $62,891-23.5% |
| Participation rate | 47.9% | 72.7%-24.8pp | 76.6%-28.7pp | 69.3%-21.4pp |
| Annual return | 10.32% | 21.37%-11.1pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $172 | $1,680-89.7% | $2,370-92.7% | $2,281-92.4% |
| Participant deferral / active EE | $1,418 | $2,856-50.3% | $3,550-60.0% | $3,203-55.7% |
| Admin fee / account holder | $2,968 | $4,261-30.3% | $5,586-46.9% | $4,296-30.9% |