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 | $34,715 | $52,836-34.3% | $105,738-67.2% | $64,186-45.9% |
| Participation rate | 49.4% | 66.5%-17.1pp | 76.3%-26.9pp | 69.6%-20.1pp |
| Annual return | -4.00% | 14.30%-18.3pp | 6.27%-10.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $178 | $1,827-90.3% | $3,268-94.6% | $2,381-92.5% |
| Participant deferral / active EE | $1,200 | $2,545-52.8% | $4,080-70.6% | $3,470-65.4% |
| Admin fee / account holder | $5,747 | $3,959+45.2% | $6,913-16.9% | $4,888+17.6% |