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 | $31,472 | $80,968-61.1% | $96,544-67.4% | $75,163-58.1% |
| Participation rate | 48.6% | 71.8%-23.2pp | 76.0%-27.4pp | 67.2%-18.6pp |
| Annual return | 18.09% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.5pp |
| Employer contribution / active EE | $590 | $2,282-74.1% | $2,965-80.1% | $2,670-77.9% |
| Participant deferral / active EE | $2,299 | $3,928-41.5% | $4,851-52.6% | $4,125-44.3% |
| Admin fee / account holder | $704 | $6,724-89.5% | $8,252-91.5% | $5,651-87.5% |