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 | $45,449 | $39,122+16.2% | $57,179-20.5% | $62,891-27.7% |
| Participation rate | 27.8% | 70.5%-42.7pp | 75.3%-47.6pp | 69.3%-41.5pp |
| Annual return | 4.86% | 9.23%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $223 | $1,874-88.1% | $2,682-91.7% | $2,281-90.2% |
| Participant deferral / active EE | $1,834 | $2,374-22.7% | $3,096-40.8% | $3,203-42.7% |
| Admin fee / account holder | $4,921 | $2,592+89.9% | $3,139+56.8% | $4,296+14.6% |