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 | $32,722 | $48,076-31.9% | $78,689-58.4% | $62,891-48.0% |
| Participation rate | 27.8% | 65.2%-37.4pp | 73.6%-45.7pp | 69.3%-41.5pp |
| Annual return | 6.39% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $75 | $2,015-96.3% | $2,851-97.4% | $2,281-96.7% |
| Participant deferral / active EE | $768 | $2,588-70.3% | $3,517-78.2% | $3,203-76.0% |
| Admin fee / account holder | $530 | $3,207-83.5% | $4,510-88.2% | $4,296-87.7% |