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 | $52,106 | $86,929-40.1% | $102,423-49.1% | $80,856-35.6% |
| Participation rate | 45.9% | 72.4%-26.4pp | 76.5%-30.5pp | 67.6%-21.7pp |
| Annual return | 16.73% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $547 | $2,369-76.9% | $3,023-81.9% | $2,755-80.2% |
| Participant deferral / active EE | $1,867 | $4,118-54.7% | $5,053-63.1% | $4,296-56.5% |
| Admin fee / account holder | $384 | $8,049-95.2% | $9,451-95.9% | $6,918-94.5% |