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 | $29,263 | $74,927-60.9% | $101,794-71.3% | $84,808-65.5% |
| Participation rate | 35.1% | 61.4%-26.3pp | 69.2%-34.1pp | 68.3%-33.2pp |
| Annual return | 12.55% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,488 | $3,099-19.7% | $4,084-39.1% | $4,212-40.9% |
| Admin fee / account holder | $864 | $6,514-86.7% | $8,777-90.2% | $7,344-88.2% |