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 | $48,987 | $95,266-48.6% | $82,389-40.5% | $142,382-65.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.5%-33.2pp | 80.1%-43.8pp |
| Annual return | 11.64% | 25.74%-14.1pp | 28.67%-17.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $471 | $2,991-84.2% | $2,517-81.3% | $4,299-89.0% |
| Participant deferral / active EE | $1,506 | $4,809-68.7% | $4,155-63.8% | $6,507-76.9% |
| Admin fee / account holder | $997 | $8,563-88.4% | $7,231-86.2% | $12,624-92.1% |