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 | $50,011 | $94,031-46.8% | $115,768-56.8% | $82,448-39.3% |
| Participation rate | 45.7% | 70.4%-24.7pp | 74.4%-28.7pp | 68.1%-22.4pp |
| Annual return | 12.21% | 20.61%-8.4pp | 100.46%-88.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,064 | $3,972-22.9% | $4,917-37.7% | $4,139-26.0% |
| Admin fee / account holder | $2,075 | $10,249-79.8% | $12,439-83.3% | $7,234-71.3% |