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 | $57,221 | $81,460-29.8% | $103,333-44.6% | $80,856-29.2% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.6%-26.3pp |
| Annual return | 12.23% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $320 | $3,105-89.7% | $3,868-91.7% | $2,755-88.4% |
| Participant deferral / active EE | $1,743 | $3,869-54.9% | $5,057-65.5% | $4,296-59.4% |
| Admin fee / account holder | $1,585 | $6,566-75.9% | $8,355-81.0% | $6,918-77.1% |