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 | $14,276 | $39,122-63.5% | $57,179-75.0% | $62,891-77.3% |
| Participation rate | 67.0% | 70.5%-3.5pp | 75.3%-8.3pp | 69.3%-2.3pp |
| Annual return | 4.54% | 9.23%-4.7pp | 14.59%-10.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $156 | $1,874-91.7% | $2,682-94.2% | $2,281-93.1% |
| Participant deferral / active EE | $777 | $2,374-67.3% | $3,096-74.9% | $3,203-75.7% |
| Admin fee / account holder | $1,373 | $2,592-47.0% | $3,139-56.3% | $4,296-68.0% |