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 | $50,183 | $49,227+1.9% | $70,449-28.8% | $79,858-37.2% |
| Participation rate | 43.9% | 69.2%-25.3pp | 75.1%-31.2pp | 69.6%-25.8pp |
| Annual return | 14.72% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $168 | $2,099-92.0% | $2,737-93.9% | $2,471-93.2% |
| Participant deferral / active EE | $1,281 | $2,768-53.7% | $3,709-65.5% | $3,740-65.8% |
| Admin fee / account holder | $1,622 | $2,878-43.6% | $3,845-57.8% | $5,306-69.4% |