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 | $26,311 | $65,365-59.7% | $92,893-71.7% | $72,985-64.0% |
| Participation rate | 45.9% | 68.3%-22.4pp | 76.0%-30.1pp | 69.5%-23.6pp |
| Annual return | 21.20% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $168 | $2,594-93.5% | $3,653-95.4% | $2,440-93.1% |
| Participant deferral / active EE | $1,378 | $3,128-56.0% | $4,236-67.5% | $3,607-61.8% |
| Admin fee / account holder | $4,440 | $4,251+4.4% | $5,794-23.4% | $5,124-13.4% |