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 | $43,056 | $81,460-47.1% | $103,333-58.3% | $80,856-46.7% |
| Participation rate | 43.9% | 66.8%-22.9pp | 74.5%-30.6pp | 67.6%-23.7pp |
| Annual return | 13.86% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $525 | $3,105-83.1% | $3,868-86.4% | $2,755-80.9% |
| Participant deferral / active EE | $2,794 | $3,869-27.8% | $5,057-44.8% | $4,296-35.0% |
| Admin fee / account holder | $6,881 | $6,566+4.8% | $8,355-17.6% | $6,918-0.5% |