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 | $37,412 | $48,076-22.2% | $78,689-52.5% | $62,891-40.5% |
| Participation rate | 45.0% | 65.2%-20.2pp | 73.6%-28.6pp | 69.3%-24.3pp |
| Annual return | 10.11% | 31.35%-21.2pp | 62.18%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $174 | $2,015-91.3% | $2,851-93.9% | $2,281-92.4% |
| Participant deferral / active EE | $764 | $2,588-70.5% | $3,517-78.3% | $3,203-76.1% |
| Admin fee / account holder | $712 | $3,207-77.8% | $4,510-84.2% | $4,296-83.4% |