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 | $33,877 | $81,460-58.4% | $103,333-67.2% | $80,856-58.1% |
| Participation rate | 35.5% | 66.8%-31.4pp | 74.5%-39.0pp | 67.6%-32.2pp |
| Annual return | 12.24% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $477 | $3,105-84.6% | $3,868-87.7% | $2,755-82.7% |
| Participant deferral / active EE | $2,528 | $3,869-34.7% | $5,057-50.0% | $4,296-41.2% |
| Admin fee / account holder | $5,079 | $6,566-22.6% | $8,355-39.2% | $6,918-26.6% |