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 | $46,437 | $54,762-15.2% | $90,281-48.6% | $72,985-36.4% |
| Participation rate | 57.5% | 65.1%-7.6pp | 73.3%-15.8pp | 69.5%-12.0pp |
| Annual return | 23.38% | 30.63%-7.3pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $75 | $2,092-96.4% | $2,854-97.4% | $2,440-96.9% |
| Participant deferral / active EE | $2,148 | $2,887-25.6% | $3,885-44.7% | $3,607-40.5% |
| Admin fee / account holder | $1,050 | $3,972-73.6% | $5,351-80.4% | $5,124-79.5% |