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 | $32,112 | $65,561-51.0% | $91,541-64.9% | $74,304-56.8% |
| Participation rate | 41.0% | 56.6%-15.6pp | 69.8%-28.8pp | 60.3%-19.4pp |
| Annual return | 18.04% | 17.68%+0.4pp | 20.50%-2.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $351 | $1,717-79.6% | $2,505-86.0% | $2,241-84.4% |
| Participant deferral / active EE | $1,611 | $2,918-44.8% | $4,008-59.8% | $3,767-57.2% |
| Admin fee / account holder | $1,434 | $3,333-57.0% | $6,956-79.4% | $2,969-51.7% |