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 | $22,185 | $37,426-40.7% | $77,482-71.4% | $79,858-72.2% |
| Participation rate | 39.7% | 41.5%-1.8pp | 54.2%-14.5pp | 69.6%-29.9pp |
| Annual return | 11.38% | 39.70%-28.3pp | 54.79%-43.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $94 | $637-85.3% | $986-90.5% | $2,471-96.2% |
| Participant deferral / active EE | $935 | $1,260-25.8% | $1,861-49.8% | $3,740-75.0% |
| Admin fee / account holder | $424 | $2,504-83.1% | $2,858-85.2% | $5,306-92.0% |