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 | $73,173 | $127,065-42.4% | $113,168-35.3% | $142,382-48.6% |
| Participation rate | 61.1% | 79.2%-18.1pp | 76.6%-15.5pp | 80.1%-19.0pp |
| Annual return | 11.63% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $674 | $3,442-80.4% | $2,975-77.4% | $4,299-84.3% |
| Participant deferral / active EE | $1,883 | $5,716-67.1% | $5,107-63.1% | $6,507-71.1% |
| Admin fee / account holder | $2,479 | $15,736-84.2% | $12,068-79.5% | $12,624-80.4% |