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 | $80,821 | $215,361-62.5% | $171,082-52.8% | $273,961-70.5% |
| Participation rate | 21.4% | 82.0%-60.6pp | 76.7%-55.3pp | 83.0%-61.6pp |
| Annual return | 3.65% | 25.14%-21.5pp | 32.56%-28.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,929 | $5,543-65.2% | $4,797-59.8% | $5,287-63.5% |
| Admin fee / account holder | $4,221 | $10,846-61.1% | $8,520-50.5% | $10,132-58.3% |