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 | $28,366 | $55,636-49.0% | $81,983-65.4% | $73,488-61.4% |
| Participation rate | 28.3% | 62.3%-34.0pp | 69.2%-40.9pp | 70.7%-42.4pp |
| Annual return | 13.50% | 19.07%-5.6pp | 41.31%-27.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,263 | $2,762-54.3% | $3,722-66.1% | $3,740-66.2% |
| Admin fee / account holder | $4,418 | $493+796.6% | $5,664-22.0% | $513+761.2% |