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 | $37,083 | $45,073-17.7% | $69,455-46.6% | $72,985-49.2% |
| Participation rate | 14.7% | 68.5%-53.8pp | 74.6%-59.9pp | 69.5%-54.8pp |
| Annual return | 23.13% | 22.65%+0.5pp | 28.97%-5.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $231 | $2,054-88.8% | $2,779-91.7% | $2,440-90.5% |
| Participant deferral / active EE | $864 | $2,602-66.8% | $3,535-75.6% | $3,607-76.0% |
| Admin fee / account holder | $1,398 | $3,056-54.2% | $3,839-63.6% | $5,124-72.7% |