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 5-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 | $12,222 | $59,097-79.3% | $82,389-85.2% | $74,304-83.6% |
| Participation rate | 25.2% | 52.8%-27.5pp | 69.5%-44.3pp | 60.3%-35.1pp |
| Annual return | 15.31% | 22.85%-7.5pp | 28.67%-13.4pp | 29.43%-14.1pp |
| Employer contribution / active EE | $125 | $1,601-92.2% | $2,517-95.0% | $2,241-94.4% |
| Participant deferral / active EE | $921 | $2,775-66.8% | $4,155-77.8% | $3,767-75.6% |
| Admin fee / account holder | $1,432 | $4,489-68.1% | $7,231-80.2% | $2,969-51.8% |