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 | $22,797 | $93,571-75.6% | $135,903-83.2% | $75,163-69.7% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-18.9pp | 67.2%-4.2pp |
| Annual return | 19.58% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $653 | $3,537-81.5% | $4,856-86.6% | $2,670-75.5% |
| Participant deferral / active EE | $3,599 | $6,404-43.8% | $7,758-53.6% | $4,125-12.8% |
| Admin fee / account holder | $1,040 | $6,975-85.1% | $10,762-90.3% | $5,651-81.6% |