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 | $50,791 | $58,577-13.3% | $83,333-39.1% | $64,186-20.9% |
| Participation rate | 65.9% | 72.0%-6.1pp | 77.8%-11.9pp | 69.6%-3.7pp |
| Annual return | 0.36% | 9.65%-9.3pp | 10.63%-10.3pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,116 | $4,654+95.9% | $5,565+63.8% | $3,470+162.7% |
| Admin fee / account holder | $1,581 | $9,275-83.0% | $7,510-79.0% | $4,888-67.7% |