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 | $35,207 | $58,523-39.8% | $99,443-64.6% | $72,985-51.8% |
| Participation rate | 35.8% | 64.6%-28.8pp | 73.8%-38.0pp | 69.5%-33.6pp |
| Annual return | 25.36% | 28.51%-3.1pp | 30.72%-5.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $136 | $1,512-91.0% | $2,540-94.7% | $2,440-94.4% |
| Participant deferral / active EE | $1,317 | $2,606-49.5% | $3,619-63.6% | $3,607-63.5% |
| Admin fee / account holder | $436 | $4,102-89.4% | $6,250-93.0% | $5,124-91.5% |