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 | $28,805 | $72,277-60.1% | $101,248-71.6% | $79,858-63.9% |
| Participation rate | 45.3% | 68.5%-23.1pp | 75.8%-30.5pp | 69.6%-24.3pp |
| Annual return | 15.86% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $269 | $2,692-90.0% | $3,660-92.6% | $2,471-89.1% |
| Participant deferral / active EE | $2,616 | $3,282-20.3% | $4,370-40.1% | $3,740-30.1% |
| Admin fee / account holder | $1,382 | $4,400-68.6% | $5,945-76.8% | $5,306-74.0% |