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 | $70,531 | $109,413-35.5% | $156,263-54.9% | $84,808-16.8% |
| Participation rate | 50.6% | 72.7%-22.1pp | 78.9%-28.3pp | 68.3%-17.7pp |
| Annual return | 13.78% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $407 | $2,907-86.0% | $4,333-90.6% | $2,631-84.5% |
| Participant deferral / active EE | $2,241 | $4,590-51.2% | $6,158-63.6% | $4,212-46.8% |
| Admin fee / account holder | $1,908 | $9,357-79.6% | $14,255-86.6% | $7,344-74.0% |