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 | $78,403 | $72,277+8.5% | $101,248-22.6% | $79,858-1.8% |
| Participation rate | 37.7% | 68.5%-30.8pp | 75.8%-38.1pp | 69.6%-32.0pp |
| Annual return | 13.63% | 22.30%-8.7pp | 46.47%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $218 | $2,692-91.9% | $3,660-94.0% | $2,471-91.2% |
| Participant deferral / active EE | $2,131 | $3,282-35.1% | $4,370-51.2% | $3,740-43.0% |
| Admin fee / account holder | $966 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |