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 | $128,789 | $96,956+32.8% | $70,014+83.9% | $273,961-53.0% |
| Participation rate | 31.8% | 77.1%-45.2pp | 71.8%-40.0pp | 83.0%-51.2pp |
| Annual return | 8.37% | 12.93%-4.6pp | 12.99%-4.6pp | 41.45%-33.1pp |
| Employer contribution / active EE | $101 | $3,316-96.9% | $2,338-95.7% | $4,869-97.9% |
| Participant deferral / active EE | $885 | $3,744-76.4% | $2,931-69.8% | $5,287-83.3% |
| Admin fee / account holder | $329 | $7,934-95.9% | $4,380-92.5% | $10,132-96.8% |