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 | $57,238 | $73,933-22.6% | $96,683-40.8% | $75,163-23.8% |
| Participation rate | 51.8% | 66.4%-14.7pp | 74.3%-22.6pp | 67.2%-15.4pp |
| Annual return | 15.21% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $452 | $2,928-84.5% | $3,737-87.9% | $2,670-83.1% |
| Participant deferral / active EE | $3,210 | $3,659-12.3% | $4,878-34.2% | $4,125-22.2% |
| Admin fee / account holder | $2,470 | $5,216-52.7% | $6,730-63.3% | $5,651-56.3% |