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 | $36,556 | $74,927-51.2% | $101,794-64.1% | $84,808-56.9% |
| Participation rate | 14.6% | 61.4%-46.8pp | 69.2%-54.5pp | 68.3%-53.7pp |
| Annual return | 17.99% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $180 | $1,522-88.2% | $2,289-92.2% | $2,631-93.2% |
| Participant deferral / active EE | $1,303 | $3,099-58.0% | $4,084-68.1% | $4,212-69.1% |
| Admin fee / account holder | $2,332 | $6,514-64.2% | $8,777-73.4% | $7,344-68.3% |