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 | $39,226 | $43,075-8.9% | $74,583-47.4% | $62,891-37.6% |
| Participation rate | 20.0% | 58.1%-38.1pp | 68.1%-48.1pp | 69.3%-49.3pp |
| Annual return | 6.53% | 17.50%-11.0pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $87 | $1,498-94.2% | $2,525-96.6% | $2,281-96.2% |
| Participant deferral / active EE | $943 | $2,389-60.5% | $3,458-72.7% | $3,203-70.5% |
| Admin fee / account holder | $1,373 | $2,840-51.6% | $4,138-66.8% | $4,296-68.0% |