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 | $35,988 | $73,787-51.2% | $98,716-63.5% | $82,448-56.4% |
| Participation rate | 68.3% | 61.4%+6.9pp | 69.3%-1.0pp | 68.1%+0.3pp |
| Annual return | 14.72% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $257 | $1,511-83.0% | $2,279-88.7% | $2,551-89.9% |
| Participant deferral / active EE | $2,628 | $3,081-14.7% | $4,048-35.1% | $4,139-36.5% |
| Admin fee / account holder | $3,886 | $6,500-40.2% | $8,703-55.4% | $7,234-46.3% |