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 | $58,879 | $95,803-38.5% | $113,168-48.0% | $84,808-30.6% |
| Participation rate | 63.2% | 72.9%-9.6pp | 76.6%-13.3pp | 68.3%-5.1pp |
| Annual return | 16.59% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $412 | $2,360-82.5% | $2,975-86.2% | $2,631-84.3% |
| Participant deferral / active EE | $4,087 | $4,242-3.6% | $5,107-20.0% | $4,212-2.9% |
| Admin fee / account holder | $1,977 | $8,989-78.0% | $12,068-83.6% | $7,344-73.1% |