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 | $15,212 | $43,075-64.7% | $74,583-79.6% | $62,891-75.8% |
| Participation rate | 36.1% | 58.1%-21.9pp | 68.1%-32.0pp | 69.3%-33.2pp |
| Annual return | 14.37% | 17.50%-3.1pp | 20.47%-6.1pp | 20.14%-5.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,164 | $2,389+74.3% | $3,458+20.4% | $3,203+30.0% |
| Admin fee / account holder | $505 | $2,840-82.2% | $4,138-87.8% | $4,296-88.2% |