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 | $50,475 | $87,870-42.6% | $113,168-55.4% | $74,304-32.1% |
| Participation rate | 39.0% | 70.7%-31.7pp | 76.6%-37.5pp | 60.3%-21.3pp |
| Annual return | 26.18% | 26.44%-0.3pp | 24.27%+1.9pp | 29.43%-3.3pp |
| Employer contribution / active EE | $1 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,634 | $4,241-37.9% | $5,107-48.4% | $3,767-30.1% |
| Admin fee / account holder | $5,228 | $3,368+55.2% | $12,068-56.7% | $2,969+76.1% |