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 | $26,896 | $72,492-62.9% | $87,100-69.1% | $72,985-63.1% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.5pp | 69.5%-2.1pp |
| Annual return | 17.79% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $341 | $1,894-82.0% | $2,521-86.5% | $2,440-86.0% |
| Participant deferral / active EE | $2,496 | $3,270-23.7% | $4,049-38.4% | $3,607-30.8% |
| Admin fee / account holder | $1,608 | $5,055-68.2% | $7,497-78.6% | $5,124-68.6% |