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 | $16,169 | $80,717-80.0% | $154,803-89.6% | $84,808-80.9% |
| Participation rate | 59.6% | 66.8%-7.2pp | 78.1%-18.5pp | 68.3%-8.7pp |
| Annual return | 13.61% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,643 | $3,303-50.3% | $5,540-70.3% | $4,212-61.0% |
| Admin fee / account holder | $2,429 | $6,746-64.0% | $14,329-83.0% | $7,344-66.9% |