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 | $53,440 | $99,341-46.2% | $84,750-36.9% | $273,961-80.5% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | 6.03% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $141 | $4,214-96.7% | $3,574-96.1% | $4,869-97.1% |
| Participant deferral / active EE | $2,811 | $4,269-34.2% | $3,712-24.3% | $5,287-46.8% |
| Admin fee / account holder | $9,453 | $6,644+42.3% | $5,332+77.3% | $10,132-6.7% |