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 | $21,915 | $63,764-65.6% | $81,930-73.3% | $79,858-72.6% |
| Participation rate | 32.7% | 67.5%-34.8pp | 72.0%-39.3pp | 69.6%-36.9pp |
| Annual return | 16.81% | 22.66%-5.9pp | 29.49%-12.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $102 | $1,795-94.3% | $4,310-97.6% | $2,471-95.9% |
| Participant deferral / active EE | $1,736 | $2,780-37.6% | $7,107-75.6% | $3,740-53.6% |
| Admin fee / account holder | $4,159 | $4,426-6.0% | $5,158-19.4% | $5,306-21.6% |