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 | $25,564 | $50,815-49.7% | $155,509-83.6% | $77,643-67.1% |
| Participation rate | 28.7% | 63.1%-34.4pp | 78.2%-49.5pp | 70.6%-41.9pp |
| Annual return | 13.61% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $313 | $1,993-84.3% | $4,672-93.3% | $2,726-88.5% |
| Participant deferral / active EE | $1,739 | $2,822-38.4% | $5,626-69.1% | $4,647-62.6% |
| Admin fee / account holder | $1,950 | $437+346.6% | $15,912-87.7% | $430+353.1% |