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 | $70,038 | $87,841-20.3% | $133,980-47.7% | $62,891+11.4% |
| Participation rate | 49.0% | 83.4%-34.4pp | 87.1%-38.1pp | 69.3%-20.3pp |
| Annual return | 5.77% | 12.05%-6.3pp | 29.30%-23.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $790 | $3,483-77.3% | $5,211-84.8% | $2,281-65.4% |
| Participant deferral / active EE | $2,993 | $4,812-37.8% | $6,282-52.4% | $3,203-6.6% |
| Admin fee / account holder | $9,256 | $5,371+72.3% | $9,324-0.7% | $4,296+115.5% |