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 | $34,329 | $55,706-38.4% | $75,886-54.8% | $72,985-53.0% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.3%-29.3pp | 69.5%-29.5pp |
| Annual return | 19.71% | 27.59%-7.9pp | 30.76%-11.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,468 | $2,634-44.3% | $3,603-59.2% | $3,607-59.3% |
| Admin fee / account holder | $1,955 | $3,978-50.9% | $5,418-63.9% | $5,124-61.9% |