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 | $40,135 | $71,516-43.9% | $98,439-59.2% | $71,457-43.8% |
| Participation rate | 36.0% | 72.7%-36.7pp | 75.2%-39.2pp | 67.9%-31.9pp |
| Annual return | 17.89% | 32.41%-14.5pp | 21.16%-3.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $575 | $2,399-76.1% | $3,048-81.2% | $2,588-77.8% |
| Participant deferral / active EE | $1,893 | $4,109-53.9% | $4,738-60.0% | $4,289-55.9% |
| Admin fee / account holder | $3,625 | $1,675+116.5% | $8,948-59.5% | $1,587+128.4% |