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 | $20,014 | $64,348-68.9% | $90,160-77.8% | $70,131-71.5% |
| Participation rate | 56.7% | 70.4%-13.8pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 26.33% | 28.13%-1.8pp | 34.88%-8.6pp | 73.14%-46.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,357 | $4,389-0.7% | $5,288-17.6% | $3,332+30.8% |
| Admin fee / account holder | $1,626 | $3,944-58.8% | $5,943-72.6% | $4,645-65.0% |