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 | $36,603 | $80,717-54.7% | $154,803-76.4% | $84,808-56.8% |
| Participation rate | 31.9% | 66.8%-34.9pp | 78.1%-46.1pp | 68.3%-36.4pp |
| Annual return | 14.43% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $291 | $2,761-89.5% | $4,305-93.2% | $2,631-88.9% |
| Participant deferral / active EE | $1,445 | $3,303-56.3% | $5,540-73.9% | $4,212-65.7% |
| Admin fee / account holder | $2,980 | $6,746-55.8% | $14,329-79.2% | $7,344-59.4% |