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 | $52,188 | $56,897-8.3% | $84,750-38.4% | $62,891-17.0% |
| Participation rate | 61.9% | 68.5%-6.6pp | 76.6%-14.7pp | 69.3%-7.4pp |
| Annual return | 7.32% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.8pp |
| Employer contribution / active EE | $252 | $2,400-89.5% | $3,574-93.0% | $2,281-89.0% |
| Participant deferral / active EE | $1,317 | $2,709-51.4% | $3,712-64.5% | $3,203-58.9% |
| Admin fee / account holder | $5,048 | $3,581+41.0% | $5,332-5.3% | $4,296+17.5% |