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 | $18,825 | $47,126-60.1% | $149,673-87.4% | $74,419-74.7% |
| Participation rate | 28.8% | 63.4%-34.6pp | 78.8%-50.0pp | 70.7%-42.0pp |
| Annual return | 17.87% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $162 | $1,905-91.5% | $4,818-96.6% | $2,637-93.8% |
| Participant deferral / active EE | $1,549 | $2,728-43.2% | $5,680-72.7% | $4,528-65.8% |
| Admin fee / account holder | $1,718 | $343+401.2% | $13,210-87.0% | $348+393.8% |