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 | $41,460 | $81,460-49.1% | $103,333-59.9% | $80,856-48.7% |
| Participation rate | 48.3% | 66.8%-18.6pp | 74.5%-26.2pp | 67.6%-19.4pp |
| Annual return | 15.22% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,485 | $3,869-9.9% | $5,057-31.1% | $4,296-18.9% |
| Admin fee / account holder | $5,658 | $6,566-13.8% | $8,355-32.3% | $6,918-18.2% |