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 | $20,470 | $37,426-45.3% | $77,482-73.6% | $79,858-74.4% |
| Participation rate | 38.4% | 41.5%-3.1pp | 54.2%-15.8pp | 69.6%-31.3pp |
| Annual return | 15.27% | 39.70%-24.4pp | 54.79%-39.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $81 | $637-87.2% | $986-91.7% | $2,471-96.7% |
| Participant deferral / active EE | $408 | $1,260-67.6% | $1,861-78.1% | $3,740-89.1% |
| Admin fee / account holder | $640 | $2,504-74.5% | $2,858-77.6% | $5,306-87.9% |