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 | $55,481 | $72,492-23.5% | $87,100-36.3% | $72,985-24.0% |
| Participation rate | 29.1% | 72.8%-43.7pp | 76.9%-47.8pp | 69.5%-40.4pp |
| Annual return | 16.74% | 24.46%-7.7pp | 28.19%-11.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,619 | $3,270-50.5% | $4,049-60.0% | $3,607-55.1% |
| Admin fee / account holder | $1,179 | $5,055-76.7% | $7,497-84.3% | $5,124-77.0% |