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 | $48,615 | $77,314-37.1% | $177,989-72.7% | $80,856-39.9% |
| Participation rate | 48.4% | 65.7%-17.3pp | 77.1%-28.6pp | 67.6%-19.2pp |
| Annual return | 18.03% | 18.09%-0.1pp | 294.48%-276.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $380 | $2,292-83.4% | $3,949-90.4% | $2,755-86.2% |
| Participant deferral / active EE | $2,078 | $4,411-52.9% | $6,276-66.9% | $4,296-51.6% |
| Admin fee / account holder | $2,247 | $7,191-68.8% | $10,363-78.3% | $6,918-67.5% |