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 | $37,308 | $59,097-36.9% | $82,389-54.7% | $74,304-49.8% |
| Participation rate | 25.8% | 52.8%-26.9pp | 69.5%-43.7pp | 60.3%-34.5pp |
| Annual return | 26.78% | 22.85%+3.9pp | 28.67%-1.9pp | 29.43%-2.7pp |
| Employer contribution / active EE | $177 | $1,601-88.9% | $2,517-93.0% | $2,241-92.1% |
| Participant deferral / active EE | $978 | $2,775-64.8% | $4,155-76.5% | $3,767-74.0% |
| Admin fee / account holder | $11,328 | $4,489+152.3% | $7,231+56.7% | $2,969+281.6% |