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 | $26,478 | $51,175-48.3% | $70,515-62.5% | $75,163-64.8% |
| Participation rate | 32.7% | 60.9%-28.2pp | 68.3%-35.6pp | 67.2%-34.5pp |
| Annual return | 13.98% | 30.02%-16.0pp | 32.77%-18.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $67 | $1,826-96.3% | $2,973-97.7% | $2,670-97.5% |
| Participant deferral / active EE | $1,092 | $2,849-61.7% | $4,567-76.1% | $4,125-73.5% |
| Admin fee / account holder | $4,230 | $4,091+3.4% | $6,412-34.0% | $5,651-25.1% |