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 | $44,897 | $72,277-37.9% | $101,248-55.7% | $79,858-43.8% |
| Participation rate | 51.9% | 68.5%-16.6pp | 75.8%-24.0pp | 69.6%-17.8pp |
| Annual return | 14.34% | 22.30%-8.0pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $202 | $2,692-92.5% | $3,660-94.5% | $2,471-91.8% |
| Participant deferral / active EE | $1,645 | $3,282-49.9% | $4,370-62.4% | $3,740-56.0% |
| Admin fee / account holder | $3,116 | $4,400-29.2% | $5,945-47.6% | $5,306-41.3% |