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 | $53,206 | $95,803-44.5% | $113,168-53.0% | $84,808-37.3% |
| Participation rate | 64.5% | 72.9%-8.3pp | 76.6%-12.0pp | 68.3%-3.8pp |
| Annual return | 12.33% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $289 | $2,360-87.8% | $2,975-90.3% | $2,631-89.0% |
| Participant deferral / active EE | $2,564 | $4,242-39.5% | $5,107-49.8% | $4,212-39.1% |
| Admin fee / account holder | $7,305 | $8,989-18.7% | $12,068-39.5% | $7,344-0.5% |