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 | $29,157 | $49,915-41.6% | $154,803-81.2% | $74,304-60.8% |
| Participation rate | 17.6% | 54.0%-36.3pp | 78.1%-60.5pp | 60.3%-42.7pp |
| Annual return | 15.90% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $53 | $1,611-96.7% | $4,305-98.8% | $2,241-97.6% |
| Participant deferral / active EE | $989 | $2,255-56.1% | $5,540-82.1% | $3,767-73.7% |
| Admin fee / account holder | $1,350 | $2,189-38.3% | $14,329-90.6% | $2,969-54.5% |