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 | $37,272 | $53,018-29.7% | $70,014-46.8% | $62,891-40.7% |
| Participation rate | 56.0% | 67.2%-11.2pp | 71.8%-15.8pp | 69.3%-13.3pp |
| Annual return | 5.85% | 13.35%-7.5pp | 12.99%-7.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $285 | $1,799-84.2% | $2,338-87.8% | $2,281-87.5% |
| Participant deferral / active EE | $1,943 | $2,395-18.9% | $2,931-33.7% | $3,203-39.3% |
| Admin fee / account holder | $1,051 | $3,690-71.5% | $4,380-76.0% | $4,296-75.5% |