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 | $44,782 | $60,349-25.8% | $74,183-39.6% | $62,891-28.8% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 7.62% | 21.37%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,633 | $2,856-42.8% | $3,550-54.0% | $3,203-49.0% |
| Admin fee / account holder | $4,287 | $4,261+0.6% | $5,586-23.3% | $4,296-0.2% |