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 | $33,342 | $60,892-45.2% | $82,389-59.5% | $84,808-60.7% |
| Participation rate | 54.5% | 63.3%-8.7pp | 69.5%-15.0pp | 68.3%-13.8pp |
| Annual return | 16.91% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4 | $1,779-99.8% | $2,517-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $3,620 | $3,179+13.9% | $4,155-12.9% | $4,212-14.0% |
| Admin fee / account holder | $878 | $5,467-83.9% | $7,231-87.9% | $7,344-88.1% |