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 | $37,648 | $51,708-27.2% | $106,619-64.7% | $62,891-40.1% |
| Participation rate | 22.6% | 66.9%-44.2pp | 78.0%-55.4pp | 69.3%-46.7pp |
| Annual return | 6.46% | 4.69%+1.8pp | 9.42%-3.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,048 | $2,315-54.8% | $3,930-73.3% | $3,203-67.3% |
| Admin fee / account holder | $747 | $3,349-77.7% | $6,418-88.4% | $4,296-82.6% |