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 | $77,285 | $78,926-2.1% | $136,749-43.5% | $84,808-8.9% |
| Participation rate | 30.0% | 62.2%-32.2pp | 72.1%-42.1pp | 68.3%-38.3pp |
| Annual return | 12.96% | 18.17%-5.2pp | 24.33%-11.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $527 | $2,134-75.3% | $3,400-84.5% | $2,631-80.0% |
| Participant deferral / active EE | $1,283 | $3,168-59.5% | $4,692-72.7% | $4,212-69.5% |
| Admin fee / account holder | $7,313 | $6,369+14.8% | $11,386-35.8% | $7,344-0.4% |