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 | $58,066 | $83,477-30.4% | $125,175-53.6% | $72,985-20.4% |
| Participation rate | 51.3% | 73.3%-22.0pp | 79.8%-28.5pp | 69.5%-18.2pp |
| Annual return | 19.65% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,529 | $3,585+26.3% | $4,937-8.3% | $3,607+25.5% |
| Admin fee / account holder | $833 | $5,517-84.9% | $9,702-91.4% | $5,124-83.7% |