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 | $12,818 | $95,266-86.5% | $82,389-84.4% | $142,382-91.0% |
| Participation rate | 23.1% | 74.5%-51.4pp | 69.5%-46.5pp | 80.1%-57.0pp |
| Annual return | 18.29% | 25.74%-7.4pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $355 | $2,991-88.1% | $2,517-85.9% | $4,299-91.7% |
| Participant deferral / active EE | $1,272 | $4,809-73.5% | $4,155-69.4% | $6,507-80.5% |
| Admin fee / account holder | $472 | $8,563-94.5% | $7,231-93.5% | $12,624-96.3% |