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 | $28,747 | $48,076-40.2% | $78,689-63.5% | $62,891-54.3% |
| Participation rate | 32.6% | 65.2%-32.6pp | 73.6%-41.0pp | 69.3%-36.7pp |
| Annual return | 8.77% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,898 | $2,588+89.3% | $3,517+39.3% | $3,203+52.9% |
| Admin fee / account holder | $3,147 | $3,207-1.9% | $4,510-30.2% | $4,296-26.7% |