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 | $29,463 | $54,541-46.0% | $78,778-62.6% | $70,131-58.0% |
| Participation rate | 46.6% | 60.8%-14.2pp | 69.2%-22.6pp | 69.5%-23.0pp |
| Annual return | 12.30% | 21.07%-8.8pp | 35.62%-23.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $145 | $1,089-86.6% | $1,986-92.7% | $2,342-93.8% |
| Participant deferral / active EE | $1,885 | $2,210-14.7% | $2,958-36.3% | $3,332-43.4% |
| Admin fee / account holder | $958 | $3,709-74.2% | $5,134-81.3% | $4,645-79.4% |