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 | $44,614 | $68,547-34.9% | $120,354-62.9% | $80,856-44.8% |
| Participation rate | 26.4% | 61.6%-35.2pp | 71.9%-45.5pp | 67.6%-41.2pp |
| Annual return | 17.76% | 23.60%-5.8pp | 107.15%-89.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $311 | $2,051-84.9% | $3,463-91.0% | $2,755-88.7% |
| Participant deferral / active EE | $1,793 | $3,173-43.5% | $4,991-64.1% | $4,296-58.3% |
| Admin fee / account holder | $355 | $5,732-93.8% | $9,423-96.2% | $6,918-94.9% |