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 | $28,419 | $58,512-51.4% | $84,015-66.2% | $72,985-61.1% |
| Participation rate | 33.9% | 61.2%-27.4pp | 69.0%-35.1pp | 69.5%-35.6pp |
| Annual return | 20.86% | 28.93%-8.1pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,572 | $2,394-34.3% | $3,239-51.4% | $3,607-56.4% |
| Admin fee / account holder | $893 | $4,569-80.5% | $6,101-85.4% | $5,124-82.6% |