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 | $98,100 | $153,772-36.2% | $133,980-26.8% | $273,961-64.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 4.00% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $948 | $6,029-84.3% | $5,211-81.8% | $4,869-80.5% |
| Participant deferral / active EE | $5,500 | $6,958-21.0% | $6,282-12.4% | $5,287+4.0% |
| Admin fee / account holder | $3,433 | $11,765-70.8% | $9,324-63.2% | $10,132-66.1% |