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 | $42,266 | $76,552-44.8% | $123,892-65.9% | $62,891-32.8% |
| Participation rate | 37.5% | 73.0%-35.5pp | 81.4%-43.9pp | 69.3%-31.8pp |
| Annual return | 11.29% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,924 | $4,840+1.7% | $5,984-17.7% | $3,203+53.7% |
| Admin fee / account holder | $1,066 | $4,826-77.9% | $8,357-87.2% | $4,296-75.2% |