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 | $15,617 | $65,696-76.2% | $56,429-72.3% | $147,584-89.4% |
| Participation rate | 62.5% | 85.5%-23.0pp | 80.0%-17.5pp | 82.8%-20.3pp |
| Annual return | 10.98% | 13.32%-2.3pp | 19.04%-8.1pp | 578.55%-567.6pp |
| Employer contribution / active EE | $656 | $4,121-84.1% | $3,405-80.7% | $4,876-86.6% |
| Participant deferral / active EE | $1,311 | $4,876-73.1% | $3,951-66.8% | $5,439-75.9% |
| Admin fee / account holder | $1,674 | $5,947-71.9% | $4,466-62.5% | $10,885-84.6% |