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 | $32,949 | $67,606-51.3% | $82,313-60.0% | $70,131-53.0% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.9%-41.4pp | 69.5%-34.1pp |
| Annual return | 20.29% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $191 | $1,755-89.1% | $2,428-92.1% | $2,342-91.8% |
| Participant deferral / active EE | $1,757 | $2,987-41.2% | $3,706-52.6% | $3,332-47.3% |
| Admin fee / account holder | $2,233 | $4,512-50.5% | $5,608-60.2% | $4,645-51.9% |