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 | $65,151 | $124,281-47.6% | $109,143-40.3% | $167,490-61.1% |
| Participation rate | 26.7% | 79.4%-52.8pp | 75.9%-49.2pp | 82.1%-55.4pp |
| Annual return | 12.64% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $570 | $4,207-86.4% | $3,722-84.7% | $4,837-88.2% |
| Participant deferral / active EE | $2,210 | $5,255-57.9% | $4,653-52.5% | $6,341-65.1% |
| Admin fee / account holder | $1,686 | $7,970-78.8% | $6,752-75.0% | $12,309-86.3% |