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 | $30,984 | $65,041-52.4% | $90,951-65.9% | $79,858-61.2% |
| Participation rate | 37.1% | 61.6%-24.5pp | 69.0%-31.9pp | 69.6%-32.5pp |
| Annual return | 15.98% | 30.45%-14.5pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $168 | $1,247-86.5% | $2,122-92.1% | $2,471-93.2% |
| Participant deferral / active EE | $1,314 | $2,512-47.7% | $3,373-61.0% | $3,740-64.9% |
| Admin fee / account holder | $2,708 | $4,536-40.3% | $5,959-54.6% | $5,306-49.0% |