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 | $14,949 | $84,233-82.3% | $170,442-91.2% | $70,131-78.7% |
| Participation rate | 67.1% | 70.8%-3.7pp | 83.6%-16.5pp | 69.5%-2.4pp |
| Annual return | 17.95% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $244 | $3,387-92.8% | $5,433-95.5% | $2,342-89.6% |
| Participant deferral / active EE | $2,121 | $3,086-31.3% | $4,939-57.1% | $3,332-36.3% |
| Admin fee / account holder | $2,200 | $5,698-61.4% | $13,880-84.2% | $4,645-52.6% |