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 | $50,480 | $99,341-49.2% | $84,750-40.4% | $273,961-81.6% |
| Participation rate | 45.8% | 80.7%-34.9pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 3.71% | 22.93%-19.2pp | 22.78%-19.1pp | 41.45%-37.7pp |
| Employer contribution / active EE | $269 | $4,214-93.6% | $3,574-92.5% | $4,869-94.5% |
| Participant deferral / active EE | $2,231 | $4,269-47.8% | $3,712-39.9% | $5,287-57.8% |
| Admin fee / account holder | $462 | $6,644-93.0% | $5,332-91.3% | $10,132-95.4% |