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 | $52,324 | $87,870-40.5% | $113,168-53.8% | $74,304-29.6% |
| Participation rate | 30.4% | 70.7%-40.3pp | 76.6%-46.2pp | 60.3%-29.9pp |
| Annual return | 13.26% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $222 | $2,277-90.2% | $2,975-92.5% | $2,241-90.1% |
| Participant deferral / active EE | $2,997 | $4,241-29.3% | $5,107-41.3% | $3,767-20.4% |
| Admin fee / account holder | $12,478 | $3,368+270.5% | $12,068+3.4% | $2,969+320.3% |