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 | $24,781 | $59,097-58.1% | $82,389-69.9% | $74,304-66.6% |
| Participation rate | 39.8% | 52.8%-13.0pp | 69.5%-29.8pp | 60.3%-20.6pp |
| Annual return | 14.38% | 22.85%-8.5pp | 28.67%-14.3pp | 29.43%-15.1pp |
| Employer contribution / active EE | $207 | $1,601-87.1% | $2,517-91.8% | $2,241-90.8% |
| Participant deferral / active EE | $1,838 | $2,775-33.8% | $4,155-55.8% | $3,767-51.2% |
| Admin fee / account holder | $5,583 | $4,489+24.4% | $7,231-22.8% | $2,969+88.0% |