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 | $52,367 | $86,286-39.3% | $111,297-52.9% | $85,850-39.0% |
| Participation rate | 58.5% | 73.3%-14.9pp | 77.3%-18.8pp | 69.3%-10.9pp |
| Annual return | 12.40% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,402 | $3,641-6.6% | $4,487-24.2% | $3,952-13.9% |
| Admin fee / account holder | $1,687 | $8,188-79.4% | $7,964-78.8% | $6,260-73.0% |