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 | $62,580 | $148,978-58.0% | $200,582-68.8% | $84,808-26.2% |
| Participation rate | 58.8% | 84.2%-25.5pp | 86.9%-28.1pp | 68.3%-9.6pp |
| Annual return | 13.75% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,397 | $7,142-52.4% | $9,331-63.6% | $4,212-19.3% |
| Admin fee / account holder | $25,697 | $13,977+83.8% | $16,305+57.6% | $7,344+249.9% |