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 | $27,658 | $56,897-51.4% | $84,750-67.4% | $62,891-56.0% |
| Participation rate | 57.9% | 68.5%-10.6pp | 76.6%-18.7pp | 69.3%-11.4pp |
| Annual return | 4.41% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,420 | $2,709-10.7% | $3,712-34.8% | $3,203-24.4% |
| Admin fee / account holder | $1,040 | $3,581-71.0% | $5,332-80.5% | $4,296-75.8% |