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 | $60,677 | $62,573-3.0% | $85,682-29.2% | $85,850-29.3% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.9%-44.9pp | 69.3%-44.3pp |
| Annual return | 14.42% | 23.77%-9.4pp | 21.49%-7.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $280 | $1,757-84.1% | $2,618-89.3% | $2,565-89.1% |
| Participant deferral / active EE | $1,439 | $2,802-48.7% | $3,923-63.3% | $3,952-63.6% |
| Admin fee / account holder | $1,430 | $4,640-69.2% | $6,873-79.2% | $6,260-77.2% |