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 | $75,271 | $136,307-44.8% | $106,619-29.4% | $273,961-72.5% |
| Participation rate | 10.0% | 84.8%-74.8pp | 78.0%-68.0pp | 83.0%-73.0pp |
| Annual return | 6.04% | 11.05%-5.0pp | 9.42%-3.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $429 | $5,190-91.7% | $3,947-89.1% | $4,869-91.2% |
| Participant deferral / active EE | $1,272 | $4,969-74.4% | $3,930-67.6% | $5,287-75.9% |
| Admin fee / account holder | $9,296 | $8,625+7.8% | $6,418+44.8% | $10,132-8.3% |