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 | $59,537 | $94,625-37.1% | $116,228-48.8% | $84,808-29.8% |
| Participation rate | 56.7% | 70.4%-13.8pp | 74.6%-17.9pp | 68.3%-11.6pp |
| Annual return | 15.26% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $302 | $2,347-87.1% | $2,994-89.9% | $2,631-88.5% |
| Participant deferral / active EE | $2,514 | $3,972-36.7% | $4,953-49.3% | $4,212-40.3% |
| Admin fee / account holder | $2,685 | $10,091-73.4% | $11,989-77.6% | $7,344-63.4% |