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 | $18,720 | $65,365-71.4% | $92,893-79.8% | $72,985-74.4% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.0%-41.1pp | 69.5%-34.6pp |
| Annual return | 23.66% | 42.10%-18.4pp | 109.41%-85.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $410 | $2,594-84.2% | $3,653-88.8% | $2,440-83.2% |
| Participant deferral / active EE | $1,574 | $3,128-49.7% | $4,236-62.8% | $3,607-56.4% |
| Admin fee / account holder | $518 | $4,251-87.8% | $5,794-91.1% | $5,124-89.9% |