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 5-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 | $28,708 | $81,248-64.7% | $155,509-81.5% | $80,856-64.5% |
| Participation rate | 10.3% | 66.2%-55.9pp | 78.2%-67.8pp | 67.6%-57.3pp |
| Annual return | 10.90% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $377 | $3,100-87.8% | $4,672-91.9% | $2,755-86.3% |
| Participant deferral / active EE | $1,465 | $3,452-57.6% | $5,626-74.0% | $4,296-65.9% |
| Admin fee / account holder | $3,602 | $7,997-55.0% | $15,912-77.4% | $6,918-47.9% |