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 | $24,534 | $46,869-47.7% | $122,332-79.9% | $70,131-65.0% |
| Participation rate | 44.3% | 58.2%-13.9pp | 71.6%-27.4pp | 69.5%-25.3pp |
| Annual return | 13.28% | 24.22%-10.9pp | 30.27%-17.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $225 | $1,288-82.6% | $4,050-94.5% | $2,342-90.4% |
| Participant deferral / active EE | $1,475 | $2,166-31.9% | $3,287-55.1% | $3,332-55.7% |
| Admin fee / account holder | $1,614 | $3,322-51.4% | $5,478-70.5% | $4,645-65.3% |