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 | $54,030 | $65,365-17.3% | $92,893-41.8% | $72,985-26.0% |
| Participation rate | 25.9% | 68.3%-42.4pp | 76.0%-50.1pp | 69.5%-43.6pp |
| Annual return | 20.07% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $284 | $2,594-89.1% | $3,653-92.2% | $2,440-88.4% |
| Participant deferral / active EE | $1,614 | $3,128-48.4% | $4,236-61.9% | $3,607-55.3% |
| Admin fee / account holder | $2,921 | $4,251-31.3% | $5,794-49.6% | $5,124-43.0% |