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 | $52,289 | $80,968-35.4% | $96,544-45.8% | $75,163-30.4% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 12.75% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $611 | $2,282-73.2% | $2,965-79.4% | $2,670-77.1% |
| Participant deferral / active EE | $2,244 | $3,928-42.9% | $4,851-53.7% | $4,125-45.6% |
| Admin fee / account holder | $13,420 | $6,724+99.6% | $8,252+62.6% | $5,651+137.5% |