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 | $43,713 | $67,606-35.3% | $82,313-46.9% | $70,131-37.7% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.9%-38.3pp | 69.5%-30.9pp |
| Annual return | 17.26% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $188 | $1,755-89.3% | $2,428-92.3% | $2,342-92.0% |
| Participant deferral / active EE | $1,359 | $2,987-54.5% | $3,706-63.3% | $3,332-59.2% |
| Admin fee / account holder | $1,093 | $4,512-75.8% | $5,608-80.5% | $4,645-76.5% |