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 | $55,456 | $82,882-33.1% | $127,761-56.6% | $72,985-24.0% |
| Participation rate | 48.8% | 71.5%-22.7pp | 79.0%-30.2pp | 69.5%-20.7pp |
| Annual return | 17.58% | 32.20%-14.6pp | 26.14%-8.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $773 | $3,346-76.9% | $4,574-83.1% | $2,440-68.3% |
| Participant deferral / active EE | $1,808 | $4,791-62.3% | $6,021-70.0% | $3,607-49.9% |
| Admin fee / account holder | $1,307 | $6,487-79.8% | $9,395-86.1% | $5,124-74.5% |