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 | $65,944 | $94,031-29.9% | $115,768-43.0% | $82,448-20.0% |
| Participation rate | 42.1% | 70.4%-28.3pp | 74.4%-32.3pp | 68.1%-26.0pp |
| Annual return | 13.68% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $341 | $2,323-85.3% | $2,940-88.4% | $2,551-86.6% |
| Participant deferral / active EE | $2,583 | $3,972-35.0% | $4,917-47.5% | $4,139-37.6% |
| Admin fee / account holder | $4,345 | $10,249-57.6% | $12,439-65.1% | $7,234-39.9% |