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 | $108,825-35.2% | $156,181-54.8% | $82,448-14.5% |
| Participation rate | 50.6% | 72.4%-21.8pp | 78.8%-28.2pp | 68.1%-17.5pp |
| Annual return | 13.78% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $407 | $2,870-85.8% | $4,294-90.5% | $2,551-84.0% |
| Participant deferral / active EE | $2,241 | $4,577-51.0% | $6,132-63.5% | $4,139-45.9% |
| Admin fee / account holder | $1,908 | $9,341-79.6% | $14,586-86.9% | $7,234-73.6% |