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 | $33,644 | $65,365-48.5% | $92,893-63.8% | $72,985-53.9% |
| Participation rate | 65.6% | 68.3%-2.7pp | 76.0%-10.4pp | 69.5%-3.9pp |
| Annual return | 20.97% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $378 | $2,594-85.4% | $3,653-89.6% | $2,440-84.5% |
| Participant deferral / active EE | $1,627 | $3,128-48.0% | $4,236-61.6% | $3,607-54.9% |
| Admin fee / account holder | $1,304 | $4,251-69.3% | $5,794-77.5% | $5,124-74.6% |