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 | $47,507 | $49,177-3.4% | $79,464-40.2% | $64,186-26.0% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.6%-16.6pp |
| Annual return | 6.96% | -1.16%+8.1pp | 718.14%-711.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,904 | $2,821+144.7% | $3,704+86.4% | $3,470+99.0% |
| Admin fee / account holder | $12,371 | $3,839+222.3% | $5,113+142.0% | $4,888+153.1% |