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 | $103,386 | $96,557+7.1% | $80,975+27.7% | $273,961-62.3% |
| Participation rate | 61.1% | 79.1%-18.0pp | 75.8%-14.7pp | 83.0%-21.9pp |
| Annual return | 3.03% | 15.14%-12.1pp | 17.10%-14.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,385 | $6,598-48.7% | $5,696-40.6% | $5,287-36.0% |
| Admin fee / account holder | $2,834 | $7,492-62.2% | $5,516-48.6% | $10,132-72.0% |