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 | $54,372 | $86,944-37.5% | $107,525-49.4% | $74,304-26.8% |
| Participation rate | 36.6% | 59.6%-23.0pp | 75.1%-38.5pp | 60.3%-23.8pp |
| Annual return | 15.47% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $587 | $2,757-78.7% | $3,754-84.4% | $2,241-73.8% |
| Participant deferral / active EE | $2,477 | $3,554-30.3% | $5,116-51.6% | $3,767-34.3% |
| Admin fee / account holder | $6,101 | $3,727+63.7% | $8,919-31.6% | $2,969+105.5% |