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 | $65,067 | $109,881-40.8% | $150,045-56.6% | $84,808-23.3% |
| Participation rate | 63.0% | 76.1%-13.1pp | 82.3%-19.3pp | 68.3%-5.3pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $616 | $3,561-82.7% | $4,693-86.9% | $2,631-76.6% |
| Participant deferral / active EE | $3,252 | $6,636-51.0% | $7,997-59.3% | $4,212-22.8% |
| Admin fee / account holder | $1,208 | $8,568-85.9% | $13,435-91.0% | $7,344-83.5% |