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 | $43,555 | $73,933-41.1% | $96,683-55.0% | $75,163-42.1% |
| Participation rate | 36.1% | 66.4%-30.3pp | 74.3%-38.2pp | 67.2%-31.1pp |
| Annual return | 14.11% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $366 | $2,928-87.5% | $3,737-90.2% | $2,670-86.3% |
| Participant deferral / active EE | $2,769 | $3,659-24.3% | $4,878-43.2% | $4,125-32.9% |
| Admin fee / account holder | $8,020 | $5,216+53.8% | $6,730+19.2% | $5,651+41.9% |