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 | $29,166 | $62,672-53.5% | $185,117-84.2% | $70,131-58.4% |
| Participation rate | 50.6% | 63.8%-13.1pp | 77.3%-26.6pp | 69.5%-18.9pp |
| Annual return | 18.11% | 40.79%-22.7pp | 40.50%-22.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $182 | $1,753-89.6% | $4,182-95.7% | $2,342-92.2% |
| Participant deferral / active EE | $1,401 | $3,272-57.2% | $5,045-72.2% | $3,332-57.9% |
| Admin fee / account holder | $1,220 | $3,932-69.0% | $8,159-85.1% | $4,645-73.7% |