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 | $41,516 | $58,523-29.1% | $99,443-58.3% | $72,985-43.1% |
| Participation rate | 52.0% | 64.6%-12.6pp | 73.8%-21.8pp | 69.5%-17.5pp |
| Annual return | 23.76% | 28.51%-4.8pp | 30.72%-7.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,810 | $2,606+122.9% | $3,619+60.5% | $3,607+61.1% |
| Admin fee / account holder | $11,596 | $4,102+182.7% | $6,250+85.5% | $5,124+126.3% |