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 | $59,348 | $95,803-38.1% | $113,168-47.6% | $84,808-30.0% |
| Participation rate | 44.9% | 72.9%-28.0pp | 76.6%-31.7pp | 68.3%-23.4pp |
| Annual return | 14.52% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,946 | $4,242-30.5% | $5,107-42.3% | $4,212-30.0% |
| Admin fee / account holder | $10,562 | $8,989+17.5% | $12,068-12.5% | $7,344+43.8% |