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 | $48,996 | $57,541-14.9% | $95,745-48.8% | $75,163-34.8% |
| Participation rate | 45.3% | 62.5%-17.2pp | 72.3%-27.0pp | 67.2%-21.9pp |
| Annual return | 20.41% | 34.93%-14.5pp | 28.35%-7.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,983 | $3,074-3.0% | $4,245-29.7% | $4,125-27.7% |
| Admin fee / account holder | $5,967 | $4,099+45.6% | $5,678+5.1% | $5,651+5.6% |