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 | $109,859 | $178,174-38.3% | $156,181-29.7% | $137,256-20.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 11.41% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $985 | $4,972-80.2% | $4,294-77.1% | $4,156-76.3% |
| Participant deferral / active EE | $4,699 | $6,888-31.8% | $6,132-23.4% | $6,407-26.7% |
| Admin fee / account holder | $8,483 | $17,404-51.3% | $14,586-41.8% | $12,270-30.9% |