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 | $28,713 | $80,717-64.4% | $154,803-81.5% | $84,808-66.1% |
| Participation rate | 42.5% | 66.8%-24.3pp | 78.1%-35.6pp | 68.3%-25.8pp |
| Annual return | 13.12% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,743 | $3,303-16.9% | $5,540-50.5% | $4,212-34.9% |
| Admin fee / account holder | $2,901 | $6,746-57.0% | $14,329-79.8% | $7,344-60.5% |