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 | $66,978 | $72,277-7.3% | $101,248-33.8% | $79,858-16.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 13.89% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $512 | $2,692-81.0% | $3,660-86.0% | $2,471-79.3% |
| Participant deferral / active EE | $3,837 | $3,282+16.9% | $4,370-12.2% | $3,740+2.6% |
| Admin fee / account holder | $5,096 | $4,400+15.8% | $5,945-14.3% | $5,306-4.0% |