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 | $32,453 | $51,092-36.5% | $76,735-57.7% | $79,634-59.2% |
| Participation rate | 23.3% | 50.2%-26.9pp | 69.5%-46.2pp | 62.5%-39.2pp |
| Annual return | 17.60% | 18.04%-0.4pp | 29.77%-12.2pp | 36.46%-18.9pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,515 | $2,529-40.1% | $4,088-62.9% | $3,835-60.5% |
| Admin fee / account holder | $1,249 | $1,865-33.1% | $7,189-82.6% | $1,002+24.6% |