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 | $58,169 | $58,851-1.2% | $115,157-49.5% | $72,985-20.3% |
| Participation rate | 37.6% | 65.5%-27.9pp | 75.9%-38.3pp | 69.5%-31.8pp |
| Annual return | 21.25% | 23.16%-1.9pp | 35.60%-14.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $474 | $1,798-73.6% | $3,179-85.1% | $2,440-80.6% |
| Participant deferral / active EE | $1,437 | $2,643-45.6% | $4,168-65.5% | $3,607-60.2% |
| Admin fee / account holder | $2,972 | $6,370-53.3% | $7,088-58.1% | $5,124-42.0% |