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 | $44,517 | $76,367-41.7% | $93,606-52.4% | $72,985-39.0% |
| Participation rate | 50.9% | 71.7%-20.8pp | 75.8%-24.9pp | 69.5%-18.5pp |
| Annual return | 25.37% | 25.82%-0.4pp | 32.76%-7.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,621 | $3,538-54.2% | $4,069-60.2% | $3,607-55.1% |
| Admin fee / account holder | $539 | $6,838-92.1% | $7,888-93.2% | $5,124-89.5% |