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 | $100,007 | $54,726+82.7% | $68,793+45.4% | $64,186+55.8% |
| Participation rate | 44.6% | 68.0%-23.4pp | 72.2%-27.6pp | 69.6%-25.0pp |
| Annual return | -5.11% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $217 | $1,846-88.2% | $2,625-91.7% | $2,381-90.9% |
| Participant deferral / active EE | $1,338 | $2,626-49.1% | $3,311-59.6% | $3,470-61.4% |
| Admin fee / account holder | $3,800 | $4,027-5.6% | $5,131-25.9% | $4,888-22.2% |