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 | $24,401 | $55,636-56.1% | $81,983-70.2% | $73,488-66.8% |
| Participation rate | 33.9% | 62.3%-28.3pp | 69.2%-35.3pp | 70.7%-36.7pp |
| Annual return | 18.08% | 19.07%-1.0pp | 41.31%-23.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $188 | $1,625-88.4% | $2,498-92.5% | $2,270-91.7% |
| Participant deferral / active EE | $1,241 | $2,762-55.1% | $3,722-66.6% | $3,740-66.8% |
| Admin fee / account holder | $748 | $493+51.9% | $5,664-86.8% | $513+45.9% |