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 | $47,813 | $88,360-45.9% | $145,433-67.1% | $67,986-29.7% |
| Participation rate | 20.5% | 65.5%-45.0pp | 82.1%-61.6pp | 57.2%-36.7pp |
| Annual return | 17.18% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,602 | $5,932-73.0% | $7,897-79.7% | $3,358-52.3% |
| Admin fee / account holder | $3,569 | $3,313+7.7% | $13,129-72.8% | $3,203+11.4% |