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 | $37,274 | $55,371-32.7% | $95,585-61.0% | $74,304-49.8% |
| Participation rate | 21.9% | 53.8%-32.0pp | 72.1%-50.2pp | 60.3%-38.5pp |
| Annual return | 23.28% | 24.26%-1.0pp | 38.56%-15.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,109 | $2,955+5.2% | $4,023-22.7% | $3,767-17.5% |
| Admin fee / account holder | $1,178 | $2,620-55.1% | $6,127-80.8% | $2,969-60.3% |