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 | $28,641 | $49,227-41.8% | $70,449-59.3% | $79,858-64.1% |
| Participation rate | 52.9% | 69.2%-16.2pp | 75.1%-22.1pp | 69.6%-16.7pp |
| Annual return | 12.64% | 30.06%-17.4pp | 109.03%-96.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $315 | $2,099-85.0% | $2,737-88.5% | $2,471-87.2% |
| Participant deferral / active EE | $1,606 | $2,768-42.0% | $3,709-56.7% | $3,740-57.1% |
| Admin fee / account holder | $431 | $2,878-85.0% | $3,845-88.8% | $5,306-91.9% |