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 | $52,074 | $43,075+20.9% | $74,583-30.2% | $62,891-17.2% |
| Participation rate | 41.7% | 58.1%-16.4pp | 68.1%-26.4pp | 69.3%-27.6pp |
| Annual return | 7.53% | 17.50%-10.0pp | 20.47%-12.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $183 | $1,498-87.8% | $2,525-92.8% | $2,281-92.0% |
| Participant deferral / active EE | $1,067 | $2,389-55.3% | $3,458-69.1% | $3,203-66.7% |
| Admin fee / account holder | $997 | $2,840-64.9% | $4,138-75.9% | $4,296-76.8% |