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 | $72,395 | $124,281-41.7% | $109,143-33.7% | $167,490-56.8% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 30.63% | 26.04%+4.6pp | 25.75%+4.9pp | 478.56%-447.9pp |
| Employer contribution / active EE | $740 | $4,207-82.4% | $3,722-80.1% | $4,837-84.7% |
| Participant deferral / active EE | $2,126 | $5,255-59.6% | $4,653-54.3% | $6,341-66.5% |
| Admin fee / account holder | $4,953 | $7,970-37.9% | $6,752-26.6% | $12,309-59.8% |