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 | $46,114 | $72,277-36.2% | $101,248-54.5% | $79,858-42.3% |
| Participation rate | 53.1% | 68.5%-15.3pp | 75.8%-22.7pp | 69.6%-16.5pp |
| Annual return | 12.75% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $339 | $2,692-87.4% | $3,660-90.7% | $2,471-86.3% |
| Participant deferral / active EE | $1,784 | $3,282-45.6% | $4,370-59.2% | $3,740-52.3% |
| Admin fee / account holder | $332 | $4,400-92.5% | $5,945-94.4% | $5,306-93.7% |