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 | $49,489 | $79,944-38.1% | $98,439-49.7% | $75,163-34.2% |
| Participation rate | 32.3% | 70.4%-38.1pp | 75.2%-42.9pp | 67.2%-34.9pp |
| Annual return | 15.13% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,696 | $3,752-28.1% | $4,738-43.1% | $4,125-34.6% |
| Admin fee / account holder | $33,793 | $6,840+394.1% | $8,948+277.7% | $5,651+498.0% |