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 | $61,600 | $80,968-23.9% | $96,544-36.2% | $75,163-18.0% |
| Participation rate | 54.1% | 71.8%-17.7pp | 76.0%-21.9pp | 67.2%-13.1pp |
| Annual return | 19.67% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,954 | $3,928-50.3% | $4,851-59.7% | $4,125-52.6% |
| Admin fee / account holder | $4,449 | $6,724-33.8% | $8,252-46.1% | $5,651-21.3% |