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 | $33,753 | $67,606-50.1% | $82,313-59.0% | $70,131-51.9% |
| Participation rate | 58.1% | 72.8%-14.6pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 12.72% | 21.57%-8.8pp | 25.88%-13.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $252 | $1,755-85.7% | $2,428-89.6% | $2,342-89.3% |
| Participant deferral / active EE | $1,897 | $2,987-36.5% | $3,706-48.8% | $3,332-43.1% |
| Admin fee / account holder | $8,204 | $4,512+81.8% | $5,608+46.3% | $4,645+76.6% |