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 | $54,059 | $75,963-28.8% | $97,995-44.8% | $70,131-22.9% |
| Participation rate | 51.1% | 77.0%-25.9pp | 82.4%-31.3pp | 69.5%-18.5pp |
| Annual return | 20.27% | 19.26%+1.0pp | 23.94%-3.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $619 | $3,278-81.1% | $4,158-85.1% | $2,342-73.6% |
| Participant deferral / active EE | $2,476 | $4,053-38.9% | $5,097-51.4% | $3,332-25.7% |
| Admin fee / account holder | $555 | $5,407-89.7% | $5,943-90.7% | $4,645-88.0% |