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 | $37,158 | $88,370-58.0% | $112,977-67.1% | $79,858-53.5% |
| Participation rate | 39.3% | 76.8%-37.5pp | 82.6%-43.3pp | 69.6%-30.3pp |
| Annual return | 21.36% | 23.16%-1.8pp | 24.24%-2.9pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,938 | $4,536-35.2% | $5,836-49.7% | $3,740-21.5% |
| Admin fee / account holder | $650 | $5,750-88.7% | $6,294-89.7% | $5,306-87.8% |