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 | $51,745 | $72,277-28.4% | $101,248-48.9% | $79,858-35.2% |
| Participation rate | 34.0% | 68.5%-34.4pp | 75.8%-41.8pp | 69.6%-35.6pp |
| Annual return | 20.05% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $445 | $2,692-83.5% | $3,660-87.8% | $2,471-82.0% |
| Participant deferral / active EE | $2,075 | $3,282-36.8% | $4,370-52.5% | $3,740-44.5% |
| Admin fee / account holder | $2,048 | $4,400-53.4% | $5,945-65.5% | $5,306-61.4% |