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 | $53,504 | $59,839-10.6% | $81,983-34.7% | $79,858-33.0% |
| Participation rate | 25.5% | 61.6%-36.1pp | 69.2%-43.7pp | 69.6%-44.1pp |
| Annual return | 16.70% | 17.56%-0.9pp | 41.31%-24.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $179 | $1,713-89.6% | $2,498-92.8% | $2,471-92.8% |
| Participant deferral / active EE | $1,166 | $2,695-56.7% | $3,722-68.7% | $3,740-68.8% |
| Admin fee / account holder | $5,940 | $4,287+38.5% | $5,664+4.9% | $5,306+11.9% |