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 | $34,788 | $63,114-44.9% | $92,893-62.6% | $65,185-46.6% |
| Participation rate | 54.8% | 68.8%-14.0pp | 76.0%-21.2pp | 70.2%-15.4pp |
| Annual return | 18.03% | 28.75%-10.7pp | 109.41%-91.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $555 | $2,571-78.4% | $3,653-84.8% | $2,177-74.5% |
| Participant deferral / active EE | $2,056 | $3,108-33.8% | $4,236-51.5% | $3,514-41.5% |
| Admin fee / account holder | $1,491 | $624+139.0% | $5,794-74.3% | $847+76.0% |