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 | $37,652 | $77,523-51.4% | $100,383-62.5% | $80,874-53.4% |
| Participation rate | 50.8% | 77.0%-26.1pp | 81.5%-30.7pp | 67.6%-16.8pp |
| Annual return | 21.66% | 37.21%-15.5pp | 49.26%-27.6pp | 35.62%-14.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,713 | $6,822-30.9% | $8,086-41.7% | $4,297+9.7% |
| Admin fee / account holder | $471 | $5,899-92.0% | $7,900-94.0% | $6,935-93.2% |