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 | $50,417 | $51,175-1.5% | $70,515-28.5% | $75,163-32.9% |
| Participation rate | 43.8% | 60.9%-17.2pp | 68.3%-24.6pp | 67.2%-23.4pp |
| Annual return | 21.86% | 30.02%-8.2pp | 32.77%-10.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $211 | $1,826-88.4% | $2,973-92.9% | $2,670-92.1% |
| Participant deferral / active EE | $2,951 | $2,849+3.6% | $4,567-35.4% | $4,125-28.5% |
| Admin fee / account holder | $1,730 | $4,091-57.7% | $6,412-73.0% | $5,651-69.4% |